Wealth Enhancement Advisory Services
RCS

Wealth Enhancement Advisory Services’s PIMCO Strategic Income Fund RCS Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio RCS Stock Details RCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,222
Closed -$54.3K – 2420
2023
Q3 		$54.3K Buy
+10,222
New +$56.1K ﹤0.01% 2154

Other funds holding RCS

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Osaic Holdings
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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Wealth Enhancement Advisory Services's RCS Position: Q4 2023 in Review

Wealth Enhancement Advisory Services sold out of PIMCO Strategic Income Fund (RCS) in Q4 2023, closing a stake of 10,222 shares — an estimated $54.3K sold.

Wealth Enhancement Advisory Services first reported a position in RCS in Q3 2023 and held it in 1 quarter. The position peaked at $54.3K in Q3 2023. 57 funds tracked by Wall St. Rank hold RCS as of Q4 2023.

  • Wealth Enhancement Advisory Services reported no remaining PIMCO Strategic Income Fund position as of Q4 2023 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 10,222 PIMCO Strategic Income Fund shares in Q4 2023, an estimated $54.3K.
  • Wealth Enhancement Advisory Services first reported a position in PIMCO Strategic Income Fund in Q3 2023 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's PIMCO Strategic Income Fund position peaked at $54.3K in Q3 2023.
  • 57 funds tracked by Wall St. Rank held PIMCO Strategic Income Fund as of Q4 2023.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2023, filed 30 Jan 2024.