Mercer Global Advisors
TSI

Mercer Global Advisors’s TCW Strategic Income Fund TSI Stock Holding History

Mercer Global Advisors’s Portfolio TSI Stock Details TSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$105K Hold
23,336
– – ﹤0.01% 3006
2025
Q4 		$115K Buy
23,336
+600
+3% +$2.96K ﹤0.01% 2690
2025
Q3 		$112K Hold
22,736
– – ﹤0.01% 2501
2025
Q2 		$111K Hold
22,736
– – ﹤0.01% 2147
2025
Q1 		$110K Sell
22,736
-1,250
-5% -$6.07K ﹤0.01% 2050
2024
Q4 		$115K Sell
23,986
-9,826
-29% -$49.3K ﹤0.01% 2024
2024
Q3 		$173K Buy
33,812
+11,076
+49% +$55.2K ﹤0.01% 1834
2024
Q2 		$108K Buy
+22,736
New +$106K ﹤0.01% 1868
2023
Q1 		– Sell
-17,114
Closed -$79K – 2052
2022
Q4 		$79K Buy
17,114
+660
+4% +$3.1K ﹤0.01% 1839
2022
Q3 		$78K Hold
16,454
– – ﹤0.01% 1743
2022
Q2 		$79K Hold
16,454
– – ﹤0.01% 1746
2022
Q1 		$85K Hold
16,454
– – ﹤0.01% 1809
2021
Q4 		$95K Buy
+16,454
New +$94.9K ﹤0.01% 1724

Other funds holding TSI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $147M AUM 16.2% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return