WP
PCM

WealthPLAN Partners’s PCM Fund PCM Stock Holding History

WealthPLAN Partners’s Portfolio PCM Stock Details PCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1,000
Closed -$10.3K – 349
2017
Q1 		$10.3K Buy
+1,000
New +$10.2K 0.04% 264
2016
Q3 		$19.9K Sell
2,000
-2,000
-50% -$20.1K 0.01% 485
2016
Q2 		$19.5K Buy
+4,000
New +$38.8K ﹤0.01% 1420

Other funds holding PCM

FFA
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

WealthPLAN Partners's PCM Position: Q2 2017 in Review

WealthPLAN Partners sold out of PCM Fund (PCM) in Q2 2017, closing a stake of 1,000 shares — an estimated $10.3K sold.

WealthPLAN Partners first reported a position in PCM in Q2 2016 and held it in 3 quarters. The position peaked at $19.9K in Q3 2016. 20 funds tracked by Wall St. Rank hold PCM as of Q2 2017.

  • WealthPLAN Partners reported no remaining PCM Fund position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 1,000 PCM Fund shares in Q2 2017, an estimated $10.3K.
  • WealthPLAN Partners first reported a position in PCM Fund in Q2 2016 and held it in 3 quarters.
  • WealthPLAN Partners's PCM Fund position peaked at $19.9K in Q3 2016.
  • 20 funds tracked by Wall St. Rank held PCM Fund as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.