TCM
PCM

Tradewinds Capital Management’s PCM Fund PCM Stock Holding History

Tradewinds Capital Management’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
2018
Q1 		– Sell
-455
Closed -$5K – 697
2017
Q4 		$5K Hold
455
– – ﹤0.01% 507
2017
Q3 		$5K Hold
455
– – ﹤0.01% 491
2017
Q2 		$5K Buy
+455
New +$4.85K ﹤0.01% 486

Other funds holding PCM

FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Tradewinds Capital Management's PCM Position: Q1 2018 in Review

Tradewinds Capital Management sold out of PCM Fund (PCM) in Q1 2018, closing a stake of 455 shares — an estimated $5K sold.

Tradewinds Capital Management first reported a position in PCM in Q2 2017 and held it in 3 quarters. The position peaked at $5K in Q4 2017. 18 funds tracked by Wall St. Rank hold PCM as of Q1 2018.

  • Tradewinds Capital Management reported no remaining PCM Fund position as of Q1 2018 after selling out during the quarter.
  • Tradewinds Capital Management sold 455 PCM Fund shares in Q1 2018, an estimated $5K.
  • Tradewinds Capital Management first reported a position in PCM Fund in Q2 2017 and held it in 3 quarters.
  • Tradewinds Capital Management's PCM Fund position peaked at $5K in Q4 2017.
  • 18 funds tracked by Wall St. Rank held PCM Fund as of Q1 2018.

Based on Tradewinds Capital Management's 13F filing for Q1 2018, filed 2 May 2018.