NNP
TSI

Nachman Norwood & Parrott’s TCW Strategic Income Fund TSI Stock Holding History

Nachman Norwood & Parrott’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
2020
Q4 		– Sell
-5,125
Closed -$29K – 975
2020
Q3 		$29K Buy
+5,125
New +$29.4K ﹤0.01% 547

Other funds holding TSI

NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Nachman Norwood & Parrott's TSI Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of TCW Strategic Income Fund (TSI) in Q4 2020, closing a stake of 5,125 shares — an estimated $29K sold.

Nachman Norwood & Parrott first reported a position in TSI in Q3 2020 and held it in 1 quarter. The position peaked at $29K in Q3 2020. 71 funds tracked by Wall St. Rank hold TSI as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining TCW Strategic Income Fund position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 5,125 TCW Strategic Income Fund shares in Q4 2020, an estimated $29K.
  • Nachman Norwood & Parrott first reported a position in TCW Strategic Income Fund in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's TCW Strategic Income Fund position peaked at $29K in Q3 2020.
  • 71 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.