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Plante Moran Financial Advisors’s PIMCO Dynamic Income Fund PDI Stock Holding History

Plante Moran Financial Advisors’s Portfolio PDI Stock Details PDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Hold
0
– – – 891
2023
Q3 		– Hold
0
– – – 858
2023
Q1 		– Sell
-742
Closed -$13.7K – 903
2022
Q4 		$13.7K Buy
+742
New +$14.6K ﹤0.01% 528
2022
Q1 		– Sell
-1,104
Closed -$29K – 958
2021
Q4 		$29K Buy
+1,104
New +$28.8K ﹤0.01% 471
2021
Q3 		– Sell
-101
Closed -$3K – 998
2021
Q2 		$3K Buy
+101
New +$2.92K ﹤0.01% 859
2015
Q2 		– Sell
-450
Closed -$13K – 741
2015
Q1 		$13K Sell
450
-7,100
-94% -$211K 0.01% 478
2014
Q4 		$232K Hold
7,550
– – 0.17% 93
2014
Q3 		$238K Buy
7,550
+6,700
+788% +$218K 0.21% 82
2014
Q2 		$29K Buy
+850
New +$27.7K 0.03% 319

Other funds holding PDI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return