SWM
PCI

Sugarloaf Wealth Management’s PIMCO Dynamic Credit and Mortgage Income Fund PCI Stock Holding History

Sugarloaf Wealth Management’s Portfolio PCI Stock Details PCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-22,632
Closed -$478K – 798
2021
Q3 		$478K Buy
22,632
+47
+0.2% +$1.03K 0.13% 69
2021
Q2 		$505K Buy
22,585
+46
+0.2% +$1.04K 0.14% 68
2021
Q1 		$502 Buy
22,539
+46
+0.2% +$998 0.15% 69
2020
Q4 		$477K Buy
22,493
+49
+0.2% +$986 0.16% 69
2020
Q3 		$451K Buy
22,444
+48
+0.2% +$918 0.16% 68
2020
Q2 		$413K Buy
22,396
+52
+0.2% +$930 0.16% 76
2020
Q1 		$376K Buy
22,344
+36
+0.2% +$834 0.17% 75
2019
Q4 		$562K Buy
+22,308
New +$560K 0.24% 72

Sugarloaf Wealth Management's PCI Position: Q4 2021 in Review

Sugarloaf Wealth Management sold out of PIMCO Dynamic Credit and Mortgage Income Fund (PCI) in Q4 2021, closing a stake of 22,632 shares — an estimated $478K sold.

Sugarloaf Wealth Management first reported a position in PCI in Q4 2019 and held it in 8 quarters. The position peaked at $562K in Q4 2019. 0 funds tracked by Wall St. Rank hold PCI as of Q4 2021.

  • Sugarloaf Wealth Management reported no remaining PIMCO Dynamic Credit and Mortgage Income Fund position as of Q4 2021 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 22,632 PIMCO Dynamic Credit and Mortgage Income Fund shares in Q4 2021, an estimated $478K.
  • Sugarloaf Wealth Management first reported a position in PIMCO Dynamic Credit and Mortgage Income Fund in Q4 2019 and held it in 8 quarters.
  • Sugarloaf Wealth Management's PIMCO Dynamic Credit and Mortgage Income Fund position peaked at $562K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held PIMCO Dynamic Credit and Mortgage Income Fund as of Q4 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.