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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-9,675
Closed -$204K 843
2021
Q3
$204K Buy
+9,675
New +$213K 0.01% 688
2019
Q2
Sell
-63,921
Closed -$1.5M 1301
2019
Q1
$1.5M Sell
63,921
-89,529
-58% -$2.05M 0.22% 86
2018
Q4
$3.23M Buy
+153,450
New +$3.47M 0.54% 48

OneDigital Investment Advisors's PCI Position: Q4 2021 in Review

OneDigital Investment Advisors sold out of PIMCO Dynamic Credit and Mortgage Income Fund (PCI) in Q4 2021, closing a stake of 9,675 shares — an estimated $204K sold.

OneDigital Investment Advisors first reported a position in PCI in Q4 2018 and held it in 3 quarters. The position peaked at $3.23M in Q4 2018. 0 funds tracked by Wall St. Rank hold PCI as of Q4 2021.

  • OneDigital Investment Advisors reported no remaining PIMCO Dynamic Credit and Mortgage Income Fund position as of Q4 2021 after selling out during the quarter.
  • OneDigital Investment Advisors sold 9,675 PIMCO Dynamic Credit and Mortgage Income Fund shares in Q4 2021, an estimated $204K.
  • OneDigital Investment Advisors first reported a position in PIMCO Dynamic Credit and Mortgage Income Fund in Q4 2018 and held it in 3 quarters.
  • OneDigital Investment Advisors's PIMCO Dynamic Credit and Mortgage Income Fund position peaked at $3.23M in Q4 2018.
  • 0 funds tracked by Wall St. Rank held PIMCO Dynamic Credit and Mortgage Income Fund as of Q4 2021.

Based on OneDigital Investment Advisors's 13F filing for Q4 2021, filed 23 Feb 2022.