RWB
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RMR Wealth Builders’s PIMCO Dynamic Income Fund PDI Stock Holding History

RMR Wealth Builders’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
Q2 		– Sell
-5,888
Closed -$166K – 539
2021
Q1 		$166K Sell
5,888
-990
-14% -$27K 0.04% 215
2020
Q4 		$182K Buy
+6,878
New +$176K 0.09% 160
2020
Q3 		– Sell
-3,990
Closed -$99K – 397
2020
Q2 		$99K Buy
+3,990
New +$95.2K 0.09% 170
2019
Q4 		$288K Buy
+8,872
New +$293K 0.28% 76

Other funds holding PDI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return