SFS
PCM

Shaker Financial Services’s PCM Fund PCM Stock Holding History

Shaker Financial Services’s Portfolio PCM Stock Details PCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-14,200
Closed -$113K – 168
2020
Q1 		$113K Buy
+14,200
New +$151K 0.08% 149

Other funds holding PCM

SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Shaker Financial Services's PCM Position: Q2 2020 in Review

Shaker Financial Services sold out of PCM Fund (PCM) in Q2 2020, closing a stake of 14,200 shares — an estimated $113K sold.

Shaker Financial Services first reported a position in PCM in Q1 2020 and held it in 1 quarter. The position peaked at $113K in Q1 2020. 22 funds tracked by Wall St. Rank hold PCM as of Q2 2020.

  • Shaker Financial Services reported no remaining PCM Fund position as of Q2 2020 after selling out during the quarter.
  • Shaker Financial Services sold 14,200 PCM Fund shares in Q2 2020, an estimated $113K.
  • Shaker Financial Services first reported a position in PCM Fund in Q1 2020 and held it in 1 quarter.
  • Shaker Financial Services's PCM Fund position peaked at $113K in Q1 2020.
  • 22 funds tracked by Wall St. Rank held PCM Fund as of Q2 2020.

Based on Shaker Financial Services's 13F filing for Q2 2020, filed 6 Aug 2020.