WCG
PCM

Weaver Consulting Group’s PCM Fund PCM Stock Holding History

Weaver Consulting Group’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
2020
Q4 		– Sell
-300
Closed -$3K – 667
2020
Q3 		$3K Hold
300
– – ﹤0.01% 783
2020
Q2 		$3K Hold
300
– – ﹤0.01% 758
2020
Q1 		$2K Hold
300
– – ﹤0.01% 713
2019
Q4 		$3K Hold
300
– – ﹤0.01% 693
2019
Q3 		$3K Hold
300
– – ﹤0.01% 678
2019
Q2 		$3K Hold
300
– – ﹤0.01% 666
2019
Q1 		$3K Buy
+300
New +$3.23K ﹤0.01% 1243

Other funds holding PCM

SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Weaver Consulting Group's PCM Position: Q4 2020 in Review

Weaver Consulting Group sold out of PCM Fund (PCM) in Q4 2020, closing a stake of 300 shares — an estimated $3K sold.

Weaver Consulting Group first reported a position in PCM in Q1 2019 and held it in 7 quarters. The position peaked at $3K in Q3 2020. 22 funds tracked by Wall St. Rank hold PCM as of Q4 2020.

  • Weaver Consulting Group reported no remaining PCM Fund position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 300 PCM Fund shares in Q4 2020, an estimated $3K.
  • Weaver Consulting Group first reported a position in PCM Fund in Q1 2019 and held it in 7 quarters.
  • Weaver Consulting Group's PCM Fund position peaked at $3K in Q3 2020.
  • 22 funds tracked by Wall St. Rank held PCM Fund as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.