MGIA
PCI

Moneta Group Investment Advisors’s PIMCO Dynamic Credit and Mortgage Income Fund PCI Stock Holding History

Moneta Group Investment Advisors’s Portfolio PCI Stock Details PCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,465
Closed -$35K – 312
2019
Q2 		$35K Sell
1,465
-29
-2% -$690 ﹤0.01% 235
2019
Q1 		$35K Buy
+1,494
New +$34.2K ﹤0.01% 239

Other funds holding PCI

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Moneta Group Investment Advisors's PCI Position: Q3 2019 in Review

Moneta Group Investment Advisors sold out of PIMCO Dynamic Credit and Mortgage Income Fund (PCI) in Q3 2019, closing a stake of 1,465 shares — an estimated $35K sold.

Moneta Group Investment Advisors first reported a position in PCI in Q1 2019 and held it in 2 quarters. The position peaked at $35K in Q2 2019. 153 funds tracked by Wall St. Rank hold PCI as of Q3 2019.

  • Moneta Group Investment Advisors reported no remaining PIMCO Dynamic Credit and Mortgage Income Fund position as of Q3 2019 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,465 PIMCO Dynamic Credit and Mortgage Income Fund shares in Q3 2019, an estimated $35K.
  • Moneta Group Investment Advisors first reported a position in PIMCO Dynamic Credit and Mortgage Income Fund in Q1 2019 and held it in 2 quarters.
  • Moneta Group Investment Advisors's PIMCO Dynamic Credit and Mortgage Income Fund position peaked at $35K in Q2 2019.
  • 153 funds tracked by Wall St. Rank held PIMCO Dynamic Credit and Mortgage Income Fund as of Q3 2019.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.