MML Investors Services
PCM

MML Investors Services’s PCM Fund PCM Stock Holding History

MML Investors Services’s Portfolio PCM Stock Details PCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-21,516
Closed -$178K – 2543
2024
Q1 		$178K Sell
21,516
-26,838
-56% -$220K ﹤0.01% 2367
2023
Q4 		$385K Buy
48,354
+550
+1% +$4.37K ﹤0.01% 1908
2023
Q3 		$425K Buy
47,804
+5,829
+14% +$55K ﹤0.01% 1724
2023
Q2 		$404K Buy
41,975
+11,748
+39% +$110K ﹤0.01% 1759
2023
Q1 		$255K Sell
30,227
-562
-2% -$5.01K ﹤0.01% 1778
2022
Q4 		$242K Buy
30,789
+268
+0.9% +$2.23K ﹤0.01% 1915
2022
Q3 		$244K Buy
30,521
+1,001
+3% +$9.58K ﹤0.01% 1806
2022
Q2 		$273K Buy
29,520
+1,321
+5% +$13.3K ﹤0.01% 1728
2022
Q1 		$287K Buy
28,199
+678
+2% +$7.2K ﹤0.01% 1751
2021
Q4 		$295K Buy
27,521
+5,599
+26% +$62.3K ﹤0.01% 1710
2021
Q3 		$249K Buy
+21,922
New +$255K ﹤0.01% 1735

Other funds holding PCM

FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

MML Investors Services's PCM Position: Q2 2024 in Review

MML Investors Services sold out of PCM Fund (PCM) in Q2 2024, closing a stake of 21,516 shares — an estimated $178K sold.

MML Investors Services first reported a position in PCM in Q3 2021 and held it in 11 quarters. The position peaked at $425K in Q3 2023. 24 funds tracked by Wall St. Rank hold PCM as of Q2 2024.

  • MML Investors Services reported no remaining PCM Fund position as of Q2 2024 after selling out during the quarter.
  • MML Investors Services sold 21,516 PCM Fund shares in Q2 2024, an estimated $178K.
  • MML Investors Services first reported a position in PCM Fund in Q3 2021 and held it in 11 quarters.
  • MML Investors Services's PCM Fund position peaked at $425K in Q3 2023.
  • 24 funds tracked by Wall St. Rank held PCM Fund as of Q2 2024.

Based on MML Investors Services's 13F filing for Q2 2024, filed 14 Aug 2024.