RRC
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Relaxing Retirement Coach’s PIMCO Strategic Income Fund RCS Stock Holding History

Relaxing Retirement Coach’s Portfolio RCS Stock Details RCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,952
Closed -$54.1K – 69
2022
Q4 		$54.1K Hold
10,952
– – 0.02% 66
2022
Q3 		$52K Buy
+10,952
New +$57.8K 0.02% 53

Other funds holding RCS

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Relaxing Retirement Coach's RCS Position: Q1 2023 in Review

Relaxing Retirement Coach sold out of PIMCO Strategic Income Fund (RCS) in Q1 2023, closing a stake of 10,952 shares — an estimated $54.1K sold.

Relaxing Retirement Coach first reported a position in RCS in Q3 2022 and held it in 2 quarters. The position peaked at $54.1K in Q4 2022. 52 funds tracked by Wall St. Rank hold RCS as of Q1 2023.

  • Relaxing Retirement Coach reported no remaining PIMCO Strategic Income Fund position as of Q1 2023 after selling out during the quarter.
  • Relaxing Retirement Coach sold 10,952 PIMCO Strategic Income Fund shares in Q1 2023, an estimated $54.1K.
  • Relaxing Retirement Coach first reported a position in PIMCO Strategic Income Fund in Q3 2022 and held it in 2 quarters.
  • Relaxing Retirement Coach's PIMCO Strategic Income Fund position peaked at $54.1K in Q4 2022.
  • 52 funds tracked by Wall St. Rank held PIMCO Strategic Income Fund as of Q1 2023.

Based on Relaxing Retirement Coach's 13F filing for Q1 2023, filed 27 Apr 2023.