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World Investment Advisors’s PIMCO Strategic Income Fund RCS Stock Holding History

World Investment Advisors’s Portfolio RCS Stock Details RCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-12,376
Closed -$113K – 168
2019
Q4 		$113K Buy
12,376
+1,145
+10% +$10.6K 0.04% 157
2019
Q3 		$105K Hold
11,231
– – 0.05% 150
2019
Q2 		$113K Hold
11,231
– – 0.05% 139
2019
Q1 		$119K Hold
11,231
– – 0.05% 121
2018
Q4 		$115K Buy
+11,231
New +$105K 0.05% 148

Other funds holding RCS

N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
FSA
Financial Sense Advisors San Diego, California $508M AUM 36.67% 1-Year Est. Return

World Investment Advisors's RCS Position: Q1 2020 in Review

World Investment Advisors sold out of PIMCO Strategic Income Fund (RCS) in Q1 2020, closing a stake of 12,376 shares — an estimated $113K sold.

World Investment Advisors first reported a position in RCS in Q4 2018 and held it in 5 quarters. The position peaked at $119K in Q1 2019. 62 funds tracked by Wall St. Rank hold RCS as of Q1 2020.

  • World Investment Advisors reported no remaining PIMCO Strategic Income Fund position as of Q1 2020 after selling out during the quarter.
  • World Investment Advisors sold 12,376 PIMCO Strategic Income Fund shares in Q1 2020, an estimated $113K.
  • World Investment Advisors first reported a position in PIMCO Strategic Income Fund in Q4 2018 and held it in 5 quarters.
  • World Investment Advisors's PIMCO Strategic Income Fund position peaked at $119K in Q1 2019.
  • 62 funds tracked by Wall St. Rank held PIMCO Strategic Income Fund as of Q1 2020.

Based on World Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.