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Your Advocates Ltd’s PIMCO Dynamic Income Fund PDI Stock Holding History

Your Advocates Ltd’s Portfolio PDI Stock Details PDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-245
Closed -$4.59K – 337
2023
Q2 		$4.59K Buy
+245
New +$4.46K ﹤0.01% 177

Other funds holding PDI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Your Advocates Ltd's PDI Position: Q3 2023 in Review

Your Advocates Ltd sold out of PIMCO Dynamic Income Fund (PDI) in Q3 2023, closing a stake of 245 shares — an estimated $4.59K sold.

Your Advocates Ltd first reported a position in PDI in Q2 2023 and held it in 1 quarter. The position peaked at $4.59K in Q2 2023. 253 funds tracked by Wall St. Rank hold PDI as of Q3 2023.

  • Your Advocates Ltd reported no remaining PIMCO Dynamic Income Fund position as of Q3 2023 after selling out during the quarter.
  • Your Advocates Ltd sold 245 PIMCO Dynamic Income Fund shares in Q3 2023, an estimated $4.59K.
  • Your Advocates Ltd first reported a position in PIMCO Dynamic Income Fund in Q2 2023 and held it in 1 quarter.
  • Your Advocates Ltd's PIMCO Dynamic Income Fund position peaked at $4.59K in Q2 2023.
  • 253 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q3 2023.

Based on Your Advocates Ltd's 13F filing for Q3 2023, filed 2 Nov 2023.