Vanguard Capital Wealth Advisors’s TCW Strategic Income Fund TSI Stock Holding History

Vanguard Capital Wealth Advisors’s Portfolio TSI Stock Details TSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-10,568	Closed	-$58K	–	135
2019 Q1	$58K	Buy	10,568 +74	+0.7%	+$402	0.07%	114
2018 Q4	$55K	Buy	10,494 +34	+0.3%	+$184	0.08%	103
2018 Q3	$585K	Buy	+10,460	New	+$58K	0.67%	47
2018 Q2	–	Sell	-15,401	Closed	-$85K	–	128
2018 Q1	$85K	Sell	15,401 -599	-4%	-$3.3K	0.11%	104
2017 Q4	$93.9K	Buy	+16,000	New	+$90.3K	0.12%	121

Other funds holding TSI

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vanguard Capital Wealth Advisors's TSI Position: Q2 2019 in Review

Vanguard Capital Wealth Advisors sold out of TCW Strategic Income Fund (TSI) in Q2 2019, closing a stake of 10,568 shares — an estimated $58K sold.

Vanguard Capital Wealth Advisors first reported a position in TSI in Q4 2017 and held it in 5 quarters. The position peaked at $585K in Q3 2018. 65 funds tracked by Wall St. Rank hold TSI as of Q2 2019.

Vanguard Capital Wealth Advisors reported no remaining TCW Strategic Income Fund position as of Q2 2019 after selling out during the quarter.
Vanguard Capital Wealth Advisors sold 10,568 TCW Strategic Income Fund shares in Q2 2019, an estimated $58K.
Vanguard Capital Wealth Advisors first reported a position in TCW Strategic Income Fund in Q4 2017 and held it in 5 quarters.
Vanguard Capital Wealth Advisors's TCW Strategic Income Fund position peaked at $585K in Q3 2018.
65 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q2 2019.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2019, filed 5 Aug 2019.