WI
PCM

Wintrust Investments’s PCM Fund PCM Stock Holding History

Wintrust Investments’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
Q2 		– Sell
-13,336
Closed -$106K – 369
2020
Q1 		$106K Sell
13,336
-496
-4% -$5.28K 0.02% 323
2019
Q4 		$159K Buy
13,832
+10
+0.1% +$114 0.02% 349
2019
Q3 		$154K Buy
+13,822
New +$154K 0.02% 354

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wintrust Investments's PCM Position: Q2 2020 in Review

Wintrust Investments sold out of PCM Fund (PCM) in Q2 2020, closing a stake of 13,336 shares — an estimated $106K sold.

Wintrust Investments first reported a position in PCM in Q3 2019 and held it in 3 quarters. The position peaked at $159K in Q4 2019. 22 funds tracked by Wall St. Rank hold PCM as of Q2 2020.

  • Wintrust Investments reported no remaining PCM Fund position as of Q2 2020 after selling out during the quarter.
  • Wintrust Investments sold 13,336 PCM Fund shares in Q2 2020, an estimated $106K.
  • Wintrust Investments first reported a position in PCM Fund in Q3 2019 and held it in 3 quarters.
  • Wintrust Investments's PCM Fund position peaked at $159K in Q4 2019.
  • 22 funds tracked by Wall St. Rank held PCM Fund as of Q2 2020.

Based on Wintrust Investments's 13F filing for Q2 2020, filed 7 Aug 2020.