Pinnacle Advisory Group’s TCW Strategic Income Fund TSI Stock Holding History

Pinnacle Advisory 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
2018 Q2	–	Sell	-13,600	Closed	-$76K	–	182
2018 Q1	$76K	Sell	13,600 -82,810	-86%	-$456K	﹤0.01%	186
2017 Q4	$566K	Hold	96,410	–	–	0.03%	125
2017 Q3	$559K	Buy	96,410 +4,770	+5%	+$27K	0.03%	114
2017 Q2	$517K	Buy	91,640 +16,045	+21%	+$88.6K	0.03%	113
2017 Q1	$408K	Buy	75,595 +14,800	+24%	+$80.3K	0.03%	130
2016 Q4	$324K	Hold	60,795	–	–	0.02%	140
2016 Q3	$323K	Hold	60,795	–	–	0.03%	89
2016 Q2	$330K	Buy	60,795 +14,170	+30%	+$75K	0.03%	97
2016 Q1	$243K	Buy	46,625 +10,625	+30%	+$55.2K	0.02%	99
2015 Q4	$189K	Buy	36,000 +9,400	+35%	+$49.6K	0.02%	107
2015 Q3	$138K	Hold	26,600	–	–	0.01%	101
2015 Q2	$136K	Hold	26,600	–	–	0.01%	105
2015 Q1	$143K	Hold	26,600	–	–	0.01%	135
2014 Q4	$143K	Buy	26,600 +15,600	+142%	+$85.7K	0.01%	143
2014 Q3	$61K	Buy	+11,000	New	+$61.3K	0.01%	128

Other funds holding TSI

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $536M AUM 19.75% 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

Pinnacle Advisory Group's TSI Position: Q2 2018 in Review

Pinnacle Advisory Group sold out of TCW Strategic Income Fund (TSI) in Q2 2018, closing a stake of 13,600 shares — an estimated $76K sold.

Pinnacle Advisory Group first reported a position in TSI in Q3 2014 and held it in 15 quarters. The position peaked at $566K in Q4 2017. 62 funds tracked by Wall St. Rank hold TSI as of Q2 2018.

Pinnacle Advisory Group reported no remaining TCW Strategic Income Fund position as of Q2 2018 after selling out during the quarter.
Pinnacle Advisory Group sold 13,600 TCW Strategic Income Fund shares in Q2 2018, an estimated $76K.
Pinnacle Advisory Group first reported a position in TCW Strategic Income Fund in Q3 2014 and held it in 15 quarters.
Pinnacle Advisory Group's TCW Strategic Income Fund position peaked at $566K in Q4 2017.
62 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q2 2018.

Based on Pinnacle Advisory Group's 13F filing for Q2 2018, filed 20 Jul 2018.