TRCT
PCM

Tower Research Capital (TRC)’s PCM Fund PCM Stock Holding History

Tower Research Capital (TRC)’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
2023
Q4 		– Sell
-377
Closed -$3.35K – 6107
2023
Q3 		$3.35K Buy
+377
New +$3.56K ﹤0.01% 5016
2022
Q4 		– Sell
-300
Closed -$2K – 6241
2022
Q3 		$2K Buy
+300
New +$2.87K ﹤0.01% 5595
2021
Q4 		– Sell
-50
Closed -$1K – 6452
2021
Q3 		$1K Buy
+50
New +$582 ﹤0.01% 5515
2016
Q2 		– Sell
-68
Closed -$1K – 4827
2016
Q1 		$1K Buy
+68
New +$618 ﹤0.01% 3745
2015
Q4 		– Sell
-1,848
Closed -$18K – 4907
2015
Q3 		$18K Buy
1,848
+402
+28% +$3.9K ﹤0.01% 1828
2015
Q2 		$15K Buy
1,446
+1,398
+2,913% +$14.7K ﹤0.01% 2356
2015
Q1 		$1K Buy
+48
New +$512 ﹤0.01% 4102
2014
Q3 		– Sell
-200
Closed -$2K – 4768
2014
Q2 		$2K Buy
+200
New +$2.42K ﹤0.01% 3429
2013
Q4 		– Sell
-100
Closed -$1K – 4820
2013
Q3 		$1K Sell
100
-800
-89% -$9.09K ﹤0.01% 4334
2013
Q2 		$11K Buy
+900
New +$11.5K ﹤0.01% 2287

Other funds holding PCM

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
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

Tower Research Capital (TRC)'s PCM Position: Q4 2023 in Review

Tower Research Capital (TRC) sold out of PCM Fund (PCM) in Q4 2023, closing a stake of 377 shares — an estimated $3.35K sold.

Tower Research Capital (TRC) first reported a position in PCM in Q2 2013 and held it in 10 quarters. The position peaked at $18K in Q3 2015. 24 funds tracked by Wall St. Rank hold PCM as of Q4 2023.

  • Tower Research Capital (TRC) reported no remaining PCM Fund position as of Q4 2023 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 377 PCM Fund shares in Q4 2023, an estimated $3.35K.
  • Tower Research Capital (TRC) first reported a position in PCM Fund in Q2 2013 and held it in 10 quarters.
  • Tower Research Capital (TRC)'s PCM Fund position peaked at $18K in Q3 2015.
  • 24 funds tracked by Wall St. Rank held PCM Fund as of Q4 2023.

Based on Tower Research Capital (TRC)'s 13F filing for Q4 2023, filed 13 Feb 2024.