NFSG
TSI

Newbridge Financial Services Group’s TCW Strategic Income Fund TSI Stock Holding History

Newbridge Financial Services Group’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
2021
Q1 		– Sell
-1,200
Closed -$7K – 1428
2020
Q4 		$7K Hold
1,200
– – 0.01% 795
2020
Q3 		$7K Buy
+1,200
New +$6.88K 0.01% 758

Other funds holding TSI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 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
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
BI
Berkeley Inc Boise, Idaho $298M AUM 9.4% 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

Newbridge Financial Services Group's TSI Position: Q1 2021 in Review

Newbridge Financial Services Group sold out of TCW Strategic Income Fund (TSI) in Q1 2021, closing a stake of 1,200 shares — an estimated $7K sold.

Newbridge Financial Services Group first reported a position in TSI in Q3 2020 and held it in 2 quarters. The position peaked at $7K in Q4 2020. 68 funds tracked by Wall St. Rank hold TSI as of Q1 2021.

  • Newbridge Financial Services Group reported no remaining TCW Strategic Income Fund position as of Q1 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 1,200 TCW Strategic Income Fund shares in Q1 2021, an estimated $7K.
  • Newbridge Financial Services Group first reported a position in TCW Strategic Income Fund in Q3 2020 and held it in 2 quarters.
  • Newbridge Financial Services Group's TCW Strategic Income Fund position peaked at $7K in Q4 2020.
  • 68 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q1 2021.

Based on Newbridge Financial Services Group's 13F filing for Q1 2021, filed 7 Sep 2021.