SFA
PCI

Sequoia Financial Advisors’s PIMCO Dynamic Credit and Mortgage Income Fund PCI Stock Holding History

Sequoia Financial Advisors’s Portfolio PCI Stock Details PCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-37,024
Closed -$623K – 413
2020
Q1 		$623K Buy
+37,024
New +$858K 0.05% 166

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Royal Bank of Canada
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MGAM
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Cohen & Steers
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Wells Fargo
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Osaic Holdings
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Northwestern Mutual Wealth Management
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Commonwealth Equity Services
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Sequoia Financial Advisors's PCI Position: Q2 2020 in Review

Sequoia Financial Advisors sold out of PIMCO Dynamic Credit and Mortgage Income Fund (PCI) in Q2 2020, closing a stake of 37,024 shares — an estimated $623K sold.

Sequoia Financial Advisors first reported a position in PCI in Q1 2020 and held it in 1 quarter. The position peaked at $623K in Q1 2020. 161 funds tracked by Wall St. Rank hold PCI as of Q2 2020.

  • Sequoia Financial Advisors reported no remaining PIMCO Dynamic Credit and Mortgage Income Fund position as of Q2 2020 after selling out during the quarter.
  • Sequoia Financial Advisors sold 37,024 PIMCO Dynamic Credit and Mortgage Income Fund shares in Q2 2020, an estimated $623K.
  • Sequoia Financial Advisors first reported a position in PIMCO Dynamic Credit and Mortgage Income Fund in Q1 2020 and held it in 1 quarter.
  • Sequoia Financial Advisors's PIMCO Dynamic Credit and Mortgage Income Fund position peaked at $623K in Q1 2020.
  • 161 funds tracked by Wall St. Rank held PIMCO Dynamic Credit and Mortgage Income Fund as of Q2 2020.

Based on Sequoia Financial Advisors's 13F filing for Q2 2020, filed 11 Aug 2020.