Pinnacle Wealth Advisors’s PIMCO Dynamic Credit and Mortgage Income Fund PCI Stock Holding History

Pinnacle Wealth Advisors’s Portfolio PCI Stock Details PCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$31K	Buy	+1,400	New	+$31.6K	﹤0.01%	418

Other funds holding PCI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Pinnacle Wealth Advisors's PCI Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in PIMCO Dynamic Credit and Mortgage Income Fund (PCI) in Q2 2021: 1,400 shares worth $31K. The stake represents ﹤0.01% of the portfolio and ranks #418 among its holdings.

184 funds tracked by Wall St. Rank hold PCI as of Q2 2021.

Pinnacle Wealth Advisors held 1,400 shares of PIMCO Dynamic Credit and Mortgage Income Fund worth $31K as of Q2 2021.
PIMCO Dynamic Credit and Mortgage Income Fund was a new Pinnacle Wealth Advisors position in Q2 2021.
PIMCO Dynamic Credit and Mortgage Income Fund made up ﹤0.01% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #418 holding.
184 funds tracked by Wall St. Rank held PIMCO Dynamic Credit and Mortgage Income Fund as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.