SIS
TSI

Strategic Investment Solutions’s TCW Strategic Income Fund TSI Stock Holding History

Strategic Investment Solutions’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
2023
Q4 		$2.66K Sell
580
-35,393
-98% -$164K ﹤0.01% 932
2023
Q3 		$167K Buy
35,973
+35,408
+6,267% +$165K ﹤0.01% 510
2023
Q2 		$2.65K Buy
565
+7
+1% +$33 ﹤0.01% 726
2023
Q1 		$2.61K Buy
+558
New +$2.74K ﹤0.01% 837

Other funds holding TSI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Strategic Investment Solutions's TSI Position: Q4 2023 in Review

Strategic Investment Solutions reduced its TCW Strategic Income Fund (TSI) stake by 98% in Q4 2023, selling an estimated $164K and leaving 580 shares worth $2.66K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Strategic Investment Solutions first reported a position in TSI in Q1 2023 and has held it in 4 quarters since. The position peaked at $167K in Q3 2023. 72 funds tracked by Wall St. Rank hold TSI as of Q4 2023.

  • Strategic Investment Solutions held 580 shares of TCW Strategic Income Fund worth $2.66K as of Q4 2023.
  • Strategic Investment Solutions sold 35,393 TCW Strategic Income Fund shares in Q4 2023, an estimated $164K.
  • TCW Strategic Income Fund made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q4 2023, its #932 holding.
  • Strategic Investment Solutions first reported a position in TCW Strategic Income Fund in Q1 2023 and has held it in 4 quarters since.
  • Strategic Investment Solutions's TCW Strategic Income Fund position peaked at $167K in Q3 2023.
  • 72 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q4 2023.

Based on Strategic Investment Solutions's 13F filing for Q4 2023, filed 13 Feb 2024.