SignatureFD’s PCM Fund PCM Stock Holding History

SignatureFD’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
2022 Q4	–	Sell	-800	Closed	-$6K	–	3386
2022 Q3	$6K	Buy	+800	New	+$7.65K	﹤0.01%	2366

Other funds holding PCM

SCM

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PWA

Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

SignatureFD's PCM Position: Q4 2022 in Review

SignatureFD sold out of PCM Fund (PCM) in Q4 2022, closing a stake of 800 shares — an estimated $6K sold.

SignatureFD first reported a position in PCM in Q3 2022 and held it in 1 quarter. The position peaked at $6K in Q3 2022. 22 funds tracked by Wall St. Rank hold PCM as of Q4 2022.

SignatureFD reported no remaining PCM Fund position as of Q4 2022 after selling out during the quarter.
SignatureFD sold 800 PCM Fund shares in Q4 2022, an estimated $6K.
SignatureFD first reported a position in PCM Fund in Q3 2022 and held it in 1 quarter.
SignatureFD's PCM Fund position peaked at $6K in Q3 2022.
22 funds tracked by Wall St. Rank held PCM Fund as of Q4 2022.

Based on SignatureFD's 13F filing for Q4 2022, filed 30 Jan 2023.