United Capital Financial Advisors’s TCW Strategic Income Fund TSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
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|
2016
Q3 | $138K | Sell |
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|
2016
Q2 | $336K | Sell |
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|
2016
Q1 | $542K | Sell |
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|
2015
Q4 | $601K | Sell |
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|
2015
Q3 | $669K | Buy |
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|
2015
Q2 | $630K | Buy |
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|
2015
Q1 | $456K | Buy |
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|
2014
Q4 | $291K | Buy |
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|
2014
Q3 | $275K | Buy |
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|
2014
Q2 | $225K | Buy |
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|
2014
Q1 | $66K | Sell |
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|
2013
Q4 | $191K | Hold |
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|
2013
Q3 | $193K | Hold |
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|
2013
Q2 | $199K | Buy |
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