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

Reilly 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
2021 Q4	$7K	Buy	+284	New	+$7.42K	﹤0.01%	787

Other funds holding PDI

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Reilly Financial Advisors's PDI Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in PIMCO Dynamic Income Fund (PDI) in Q4 2021: 284 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #787 among its holdings.

261 funds tracked by Wall St. Rank hold PDI as of Q4 2021.

Reilly Financial Advisors held 284 shares of PIMCO Dynamic Income Fund worth $7K as of Q4 2021.
PIMCO Dynamic Income Fund was a new Reilly Financial Advisors position in Q4 2021.
PIMCO Dynamic Income Fund made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #787 holding.
261 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.