PW
TSI

Price Wealth’s TCW Strategic Income Fund TSI Stock Holding History

Price Wealth’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
Q4 		– Sell
-8,843
Closed -$50K – 162
2018
Q3 		$50K Hold
8,843
– – 0.02% 85
2018
Q2 		$49K Buy
+8,843
New +$48.2K 0.02% 112

Other funds holding TSI

RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Price Wealth's TSI Position: Q4 2018 in Review

Price Wealth sold out of TCW Strategic Income Fund (TSI) in Q4 2018, closing a stake of 8,843 shares — an estimated $50K sold.

Price Wealth first reported a position in TSI in Q2 2018 and held it in 2 quarters. The position peaked at $50K in Q3 2018. 66 funds tracked by Wall St. Rank hold TSI as of Q4 2018.

  • Price Wealth reported no remaining TCW Strategic Income Fund position as of Q4 2018 after selling out during the quarter.
  • Price Wealth sold 8,843 TCW Strategic Income Fund shares in Q4 2018, an estimated $50K.
  • Price Wealth first reported a position in TCW Strategic Income Fund in Q2 2018 and held it in 2 quarters.
  • Price Wealth's TCW Strategic Income Fund position peaked at $50K in Q3 2018.
  • 66 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q4 2018.

Based on Price Wealth's 13F filing for Q4 2018, filed 30 Jan 2019.