SL
RCS

Salomon & Ludwin’s PIMCO Strategic Income Fund RCS Stock Holding History

Salomon & Ludwin’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
2024
Q2 		– Sell
-1,222
Closed -$7.44K – 810
2024
Q1 		$7.44K Hold
1,222
– – ﹤0.01% 587
2023
Q4 		$6.49K Hold
1,222
– – ﹤0.01% 550
2023
Q3 		$6.49K Buy
+1,222
New +$6.7K ﹤0.01% 548

Other funds holding RCS

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Salomon & Ludwin's RCS Position: Q2 2024 in Review

Salomon & Ludwin sold out of PIMCO Strategic Income Fund (RCS) in Q2 2024, closing a stake of 1,222 shares — an estimated $7.44K sold.

Salomon & Ludwin first reported a position in RCS in Q3 2023 and held it in 3 quarters. The position peaked at $7.44K in Q1 2024. 55 funds tracked by Wall St. Rank hold RCS as of Q2 2024.

  • Salomon & Ludwin reported no remaining PIMCO Strategic Income Fund position as of Q2 2024 after selling out during the quarter.
  • Salomon & Ludwin sold 1,222 PIMCO Strategic Income Fund shares in Q2 2024, an estimated $7.44K.
  • Salomon & Ludwin first reported a position in PIMCO Strategic Income Fund in Q3 2023 and held it in 3 quarters.
  • Salomon & Ludwin's PIMCO Strategic Income Fund position peaked at $7.44K in Q1 2024.
  • 55 funds tracked by Wall St. Rank held PIMCO Strategic Income Fund as of Q2 2024.

Based on Salomon & Ludwin's 13F filing for Q2 2024, filed 25 Jul 2024.