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PCI

PIMCO Dynamic Credit and Mortgage Income Fund

Delisted

PCI was delisted on the 10th of December, 2021.

Name Holding Trade Value Shares
Change
Change in
Stake
AFP
126
Ausdal Financial Partners
Iowa
$9K +$9.53K +516 New
GWM
127
Gupta Wealth Management
California
$7K +$7.22K +391 New
IWMPD
128
Integrated Wealth Management (Palm Desert)
California
$6K
BI
129
BlueSpruce Investments
Illinois
-$8.91M -487,503 Closed
ACM
130
Ashford Capital Management
Delaware
-$4.6M -251,622 Closed
CRC
131
Curi RMB Capital
Illinois
-$1.25M -68,513 Closed
DA
132
Doliver Advisors
Texas
-$687K -37,617 Closed
PWAP
133
Private Wealth Advisors (Pennsylvania)
Pennsylvania
-$281K -15,389 Closed
Bank of New York Mellon
134
Bank of New York Mellon
New York
-$281K -15,372 Closed
GCM
135
Gator Capital Management
Florida
-$253K -13,825 Closed
BP
136
BBR Partners
New York
-$219K -12,000 Closed
UCFA
137
United Capital Financial Advisors
Texas
-$186K -10,200 Closed
WT
138
Whittier Trust
California
-$46K -2,500 Closed
CFA
139
Carroll Financial Associates
North Carolina
-$45K -2,400 Closed
Envestnet Asset Management
140
Envestnet Asset Management
Illinois
-$18K -1,000 Closed
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
-$18K -960 Closed
Northwestern Mutual Wealth Management
142
Northwestern Mutual Wealth Management
Wisconsin
-$16K -863 Closed
RPG
143
Risk Paradigm Group
Texas
-$8.35K -457 Closed
TRCT
144
Tower Research Capital (TRC)
New York
-$4K -200 Closed
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
-$1K -50 Closed