MWM
RCS

MinichMacGregor Wealth Management’s PIMCO Strategic Income Fund RCS Stock Holding History

MinichMacGregor Wealth Management’s Portfolio RCS Stock Details RCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-103
Closed -$1K – 412
2018
Q3 		$1K Buy
103
+2
+2% +$20 ﹤0.01% 496
2018
Q2 		$0 Buy
101
+1
+1% +$9 ﹤0.01% 580
2018
Q1 		$0 Buy
+100
New +$912 ﹤0.01% 547

Other funds holding RCS

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MinichMacGregor Wealth Management's RCS Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of PIMCO Strategic Income Fund (RCS) in Q4 2018, closing a stake of 103 shares — an estimated $1K sold.

MinichMacGregor Wealth Management first reported a position in RCS in Q1 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 61 funds tracked by Wall St. Rank hold RCS as of Q4 2018.

  • MinichMacGregor Wealth Management reported no remaining PIMCO Strategic Income Fund position as of Q4 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 103 PIMCO Strategic Income Fund shares in Q4 2018, an estimated $1K.
  • MinichMacGregor Wealth Management first reported a position in PIMCO Strategic Income Fund in Q1 2018 and held it in 3 quarters.
  • MinichMacGregor Wealth Management's PIMCO Strategic Income Fund position peaked at $1K in Q3 2018.
  • 61 funds tracked by Wall St. Rank held PIMCO Strategic Income Fund as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.