UCFA
PCI

United Capital Financial Advisors’s PIMCO Dynamic Credit and Mortgage Income Fund PCI Stock Holding History

United Capital Financial 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
Q4 		– Sell
-16,100
Closed -$340K – 1264
2021
Q3 		$340K Buy
+16,100
New +$355K ﹤0.01% 964
2020
Q2 		– Sell
-10,112
Closed -$170K – 1271
2020
Q1 		$170K Sell
10,112
-2,330
-19% -$54K ﹤0.01% 1088
2019
Q4 		$314K Buy
+12,442
New +$312K ﹤0.01% 1124
2015
Q4 		– Sell
-10,200
Closed -$186K – 1311
2015
Q3 		$186K Buy
+10,200
New +$196K ﹤0.01% 1165

United Capital Financial Advisors's PCI Position: Q4 2021 in Review

United Capital Financial Advisors sold out of PIMCO Dynamic Credit and Mortgage Income Fund (PCI) in Q4 2021, closing a stake of 16,100 shares — an estimated $340K sold.

United Capital Financial Advisors first reported a position in PCI in Q3 2015 and held it in 4 quarters. The position peaked at $340K in Q3 2021. 0 funds tracked by Wall St. Rank hold PCI as of Q4 2021.

  • United Capital Financial Advisors reported no remaining PIMCO Dynamic Credit and Mortgage Income Fund position as of Q4 2021 after selling out during the quarter.
  • United Capital Financial Advisors sold 16,100 PIMCO Dynamic Credit and Mortgage Income Fund shares in Q4 2021, an estimated $340K.
  • United Capital Financial Advisors first reported a position in PIMCO Dynamic Credit and Mortgage Income Fund in Q3 2015 and held it in 4 quarters.
  • United Capital Financial Advisors's PIMCO Dynamic Credit and Mortgage Income Fund position peaked at $340K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held PIMCO Dynamic Credit and Mortgage Income Fund as of Q4 2021.

Based on United Capital Financial Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.