OIA
TSI

OneDigital Investment Advisors’s TCW Strategic Income Fund TSI Stock Holding History

OneDigital Investment Advisors’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
2018
Q1 		– Sell
-1,140
Closed -$7K – 1379
2017
Q4 		$7K Buy
+1,140
New +$6.43K ﹤0.01% 1045

Other funds holding TSI

RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
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
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

OneDigital Investment Advisors's TSI Position: Q1 2018 in Review

OneDigital Investment Advisors sold out of TCW Strategic Income Fund (TSI) in Q1 2018, closing a stake of 1,140 shares — an estimated $7K sold.

OneDigital Investment Advisors first reported a position in TSI in Q4 2017 and held it in 1 quarter. The position peaked at $7K in Q4 2017. 64 funds tracked by Wall St. Rank hold TSI as of Q1 2018.

  • OneDigital Investment Advisors reported no remaining TCW Strategic Income Fund position as of Q1 2018 after selling out during the quarter.
  • OneDigital Investment Advisors sold 1,140 TCW Strategic Income Fund shares in Q1 2018, an estimated $7K.
  • OneDigital Investment Advisors first reported a position in TCW Strategic Income Fund in Q4 2017 and held it in 1 quarter.
  • OneDigital Investment Advisors's TCW Strategic Income Fund position peaked at $7K in Q4 2017.
  • 64 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q1 2018.

Based on OneDigital Investment Advisors's 13F filing for Q1 2018, filed 14 May 2018.