Secure Asset Management’s PIMCO Dynamic Credit and Mortgage Income Fund PCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-39,126
Closed -$827K 227
2021
Q3
$827K Sell
39,126
-19,046
-33% -$420K 0.41% 40
2021
Q2
$1.3M Buy
58,172
+10,822
+23% +$244K 0.66% 24
2021
Q1
$1.05M Sell
47,350
-13,450
-22% -$292K 0.59% 31
2020
Q4
$1.29M Sell
60,800
-3,900
-6% -$78.4K 0.76% 27
2020
Q3
$1.3M Sell
64,700
-2,100
-3% -$40.1K 0.89% 24
2020
Q2
$1.23M Buy
+66,800
New +$1.2M 0.87% 27
2020
Q1
Sell
-15,885
Closed -$400K 170
2019
Q4
$400K Buy
+15,885
New +$399K 0.28% 89

Secure Asset Management's PCI Position: Q4 2021 in Review

Secure Asset Management sold out of PIMCO Dynamic Credit and Mortgage Income Fund (PCI) in Q4 2021, closing a stake of 39,126 shares — an estimated $827K sold.

Secure Asset Management first reported a position in PCI in Q4 2019 and held it in 7 quarters. The position peaked at $1.3M in Q2 2021. 0 funds tracked by Wall St. Rank hold PCI as of Q4 2021.

  • Secure Asset Management reported no remaining PIMCO Dynamic Credit and Mortgage Income Fund position as of Q4 2021 after selling out during the quarter.
  • Secure Asset Management sold 39,126 PIMCO Dynamic Credit and Mortgage Income Fund shares in Q4 2021, an estimated $827K.
  • Secure Asset Management first reported a position in PIMCO Dynamic Credit and Mortgage Income Fund in Q4 2019 and held it in 7 quarters.
  • Secure Asset Management's PIMCO Dynamic Credit and Mortgage Income Fund position peaked at $1.3M in Q2 2021.
  • 0 funds tracked by Wall St. Rank held PIMCO Dynamic Credit and Mortgage Income Fund as of Q4 2021.

Based on Secure Asset Management's 13F filing for Q4 2021, filed 24 Jan 2022.