WAM
TSI

Wealthspire Advisors (Maryland)’s TCW Strategic Income Fund TSI Stock Holding History

Wealthspire Advisors (Maryland)’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
Q1 		– Sell
-2,570
Closed -$14K – 2597
2018
Q4 		$14K Sell
2,570
-5,024
-66% -$27.2K ﹤0.01% 1354
2018
Q3 		$43K Buy
7,594
+94
+1% +$521 ﹤0.01% 1023
2018
Q2 		$41K Sell
7,500
-3,695
-33% -$20.1K ﹤0.01% 1058
2018
Q1 		$62K Sell
11,195
-2,249
-17% -$12.4K 0.01% 898
2017
Q4 		$79K Sell
13,444
-3,979
-23% -$22.5K 0.01% 812
2017
Q3 		$101K Sell
17,423
-2,979
-15% -$16.9K 0.01% 702
2017
Q2 		$115K Buy
20,402
+16,646
+443% +$91.9K 0.01% 642
2017
Q1 		$20K Buy
3,756
+48
+1% +$261 ﹤0.01% 1086
2016
Q4 		$20K Buy
3,708
+334
+10% +$1.76K ﹤0.01% 1023
2016
Q3 		$18K Buy
3,374
+19
+0.6% +$102 ﹤0.01% 1096
2016
Q2 		$18K Buy
3,355
+428
+15% +$2.27K ﹤0.01% 1036
2016
Q1 		$15K Buy
2,927
+14
+0.5% +$73 ﹤0.01% 1081
2015
Q4 		$15K Buy
+2,913
New +$15.4K ﹤0.01% 1076

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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TSI Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of TCW Strategic Income Fund (TSI) in Q1 2019, closing a stake of 2,570 shares — an estimated $14K sold.

Wealthspire Advisors (Maryland) first reported a position in TSI in Q4 2015 and held it in 13 quarters. The position peaked at $115K in Q2 2017. 64 funds tracked by Wall St. Rank hold TSI as of Q1 2019.

  • Wealthspire Advisors (Maryland) reported no remaining TCW Strategic Income Fund position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,570 TCW Strategic Income Fund shares in Q1 2019, an estimated $14K.
  • Wealthspire Advisors (Maryland) first reported a position in TCW Strategic Income Fund in Q4 2015 and held it in 13 quarters.
  • Wealthspire Advisors (Maryland)'s TCW Strategic Income Fund position peaked at $115K in Q2 2017.
  • 64 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.