RWML
PCI

RAFFA WEALTH MANAGEMENT, LLC’s PIMCO Dynamic Credit and Mortgage Income Fund PCI Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2019
Q3 		– Sell
-2,160
Closed -$51.6K – 790
2019
Q2 		$51.6K Buy
+2,160
New +$51.4K 0.01% 372

Other funds holding PCI

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's PCI Position: Q3 2019 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of PIMCO Dynamic Credit and Mortgage Income Fund (PCI) in Q3 2019, closing a stake of 2,160 shares — an estimated $51.6K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in PCI in Q2 2019 and held it in 1 quarter. The position peaked at $51.6K in Q2 2019. 153 funds tracked by Wall St. Rank hold PCI as of Q3 2019.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining PIMCO Dynamic Credit and Mortgage Income Fund position as of Q3 2019 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 2,160 PIMCO Dynamic Credit and Mortgage Income Fund shares in Q3 2019, an estimated $51.6K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in PIMCO Dynamic Credit and Mortgage Income Fund in Q2 2019 and held it in 1 quarter.
  • RAFFA WEALTH MANAGEMENT, LLC's PIMCO Dynamic Credit and Mortgage Income Fund position peaked at $51.6K in Q2 2019.
  • 153 funds tracked by Wall St. Rank held PIMCO Dynamic Credit and Mortgage Income Fund as of Q3 2019.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q3 2019, filed 27 Jul 2026.