SQA
TSI

Simon Quick Advisors’s TCW Strategic Income Fund TSI Stock Holding History

Simon Quick Advisors’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
2017
Q4 		– Sell
-5,978
Closed -$35K – 583
2017
Q3 		$35K Buy
+5,978
New +$33.9K 0.01% 311
2017
Q2 		– Sell
-8,257
Closed -$45K – 376
2017
Q1 		$45K Buy
+8,257
New +$44.8K 0.03% 162

Other funds holding TSI

RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
DHFB
Dixon Hubard Feinour & Brown Roanoke, Virginia $842M AUM 2.74% 1-Year Est. Return

Simon Quick Advisors's TSI Position: Q4 2017 in Review

Simon Quick Advisors sold out of TCW Strategic Income Fund (TSI) in Q4 2017, closing a stake of 5,978 shares — an estimated $35K sold.

Simon Quick Advisors first reported a position in TSI in Q1 2017 and held it in 2 quarters. The position peaked at $45K in Q1 2017. 66 funds tracked by Wall St. Rank hold TSI as of Q4 2017.

  • Simon Quick Advisors reported no remaining TCW Strategic Income Fund position as of Q4 2017 after selling out during the quarter.
  • Simon Quick Advisors sold 5,978 TCW Strategic Income Fund shares in Q4 2017, an estimated $35K.
  • Simon Quick Advisors first reported a position in TCW Strategic Income Fund in Q1 2017 and held it in 2 quarters.
  • Simon Quick Advisors's TCW Strategic Income Fund position peaked at $45K in Q1 2017.
  • 66 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q4 2017.

Based on Simon Quick Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.