West Branch Capital’s TCW Strategic Income Fund TSI Stock Holding History

West Branch Capital’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
2018 Q2	–	Sell	-25,250	Closed	-$141K	–	103
2018 Q1	$141K	Buy	+25,250	New	+$139K	0.15%	71

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

West Branch Capital's TSI Position: Q2 2018 in Review

West Branch Capital sold out of TCW Strategic Income Fund (TSI) in Q2 2018, closing a stake of 25,250 shares — an estimated $141K sold.

West Branch Capital first reported a position in TSI in Q1 2018 and held it in 1 quarter. The position peaked at $141K in Q1 2018. 62 funds tracked by Wall St. Rank hold TSI as of Q2 2018.

West Branch Capital reported no remaining TCW Strategic Income Fund position as of Q2 2018 after selling out during the quarter.
West Branch Capital sold 25,250 TCW Strategic Income Fund shares in Q2 2018, an estimated $141K.
West Branch Capital first reported a position in TCW Strategic Income Fund in Q1 2018 and held it in 1 quarter.
West Branch Capital's TCW Strategic Income Fund position peaked at $141K in Q1 2018.
62 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q2 2018.

Based on West Branch Capital's 13F filing for Q2 2018, filed 2 Aug 2018.