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PCI
PIMCO Dynamic Credit and Mortgage Income Fund
Delisted
PCI was delisted on the 10th of December, 2021.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 151 |
151
Goldman Sachs
New York
| – | -$342K | -14,816 | Closed |
|
| 152 |
IAS
152
IMA Advisory Services
Denver,
Colorado
| – | -$300K | -12,996 | Closed |
|
| 153 |
SBIA
153
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| – | -$264K | -11,460 | Closed |
|
| 154 |
FPCP
154
Fort Point Capital Partners
San Francisco,
California
| – | -$244K | -10,500 | Closed |
|
| 155 |
155
Koshinski Asset Management
Decatur,
Illinois
| – | -$232K | -10,060 | Closed |
|
| 156 |
CAN
156
Cetera Advisor Networks
El Segundo,
California
| – | -$230K | -10,002 | Closed |
|
| 157 |
GWM
157
Geneos Wealth Management
Englewood,
Colorado
| – | -$148K | -6,455 | Closed |
|
| 158 |
TWA
158
TCI Wealth Advisors
Tucson,
Arizona
| – | -$46K | -2,000 | Closed |
|
| 159 |
PCM
159
Penserra Capital Management
Orinda,
California
| – | -$41K | -1,800 | Closed |
|
| 160 |
IWM
160
IHT Wealth Management
Chicago,
Illinois
| – | -$22K | -937 | Closed |
|
| 161 |
WTB
161
Washington Trust Bank
Spokane,
Washington
| – | -$17K | -740 | Closed |
|
| 162 |
162
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$3K | -110 | Closed |
|