TCI Wealth Advisors’s PIMCO Dynamic Credit and Mortgage Income Fund PCI Stock Holding History

TCI Wealth Advisors’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 Q2	–	Sell	-821	Closed	-$18K	–	2530
2021 Q1	$18K	Buy	+821	New	+$17.8K	0.01%	619
2017 Q4	–	Sell	-2,000	Closed	-$46K	–	1444
2017 Q3	$46K	Sell	2,000 -1,000	-33%	-$22.6K	0.02%	329
2017 Q2	$67K	Buy	+3,000	New	+$66K	0.03%	267

Other funds holding PCI

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

TCI Wealth Advisors's PCI Position: Q2 2021 in Review

TCI Wealth Advisors sold out of PIMCO Dynamic Credit and Mortgage Income Fund (PCI) in Q2 2021, closing a stake of 821 shares — an estimated $18K sold.

TCI Wealth Advisors first reported a position in PCI in Q2 2017 and held it in 3 quarters. The position peaked at $67K in Q2 2017. 184 funds tracked by Wall St. Rank hold PCI as of Q2 2021.

TCI Wealth Advisors reported no remaining PIMCO Dynamic Credit and Mortgage Income Fund position as of Q2 2021 after selling out during the quarter.
TCI Wealth Advisors sold 821 PIMCO Dynamic Credit and Mortgage Income Fund shares in Q2 2021, an estimated $18K.
TCI Wealth Advisors first reported a position in PIMCO Dynamic Credit and Mortgage Income Fund in Q2 2017 and held it in 3 quarters.
TCI Wealth Advisors's PIMCO Dynamic Credit and Mortgage Income Fund position peaked at $67K in Q2 2017.
184 funds tracked by Wall St. Rank held PIMCO Dynamic Credit and Mortgage Income Fund as of Q2 2021.

Based on TCI Wealth Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.