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Signature Equity Partners’s TCW Strategic Income Fund TSI Stock Holding History

Signature Equity Partners’s Portfolio TSI Stock Details TSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-300
Closed -$1.35K – 1706
2026
Q1 		$1.35K Sell
300
-1,700
-85% -$8.05K ﹤0.01% 1193
2025
Q4 		$9.88K Buy
+2,000
New +$9.85K 0.01% 825

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JWM
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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Signature Equity Partners's TSI Position: Q2 2026 in Review

Signature Equity Partners sold out of TCW Strategic Income Fund (TSI) in Q2 2026, closing a stake of 300 shares — an estimated $1.35K sold.

Signature Equity Partners first reported a position in TSI in Q4 2025 and held it in 2 quarters. The position peaked at $9.88K in Q4 2025. 70 funds tracked by Wall St. Rank hold TSI as of Q2 2026.

  • Signature Equity Partners reported no remaining TCW Strategic Income Fund position as of Q2 2026 after selling out during the quarter.
  • Signature Equity Partners sold 300 TCW Strategic Income Fund shares in Q2 2026, an estimated $1.35K.
  • Signature Equity Partners first reported a position in TCW Strategic Income Fund in Q4 2025 and held it in 2 quarters.
  • Signature Equity Partners's TCW Strategic Income Fund position peaked at $9.88K in Q4 2025.
  • 70 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.