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Pimco Dynamic Incm Fund shares owned by Planning Solutions Group

Quarter-by-quarter ownership of Pimco Dynamic Incm Fund (PDI) shares owned by Planning Solutions Group from 13F filings

Historical chart of Planning Solutions Group investment in Pimco Dynamic Incm Fund

Tip: Access up to 7 years of quarterly data

All positions including Pimco Dynamic Incm Fund held by Planning Solutions Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Dynamic Incm Fund by Planning Solutions Group

Quarter filed Position value Share count Share price at filing
2019-06-30 $1.9M 60k 32.14
2019-03-31 $1.7M 54k 32.08
2018-12-31 $1.4M 46k 29.19

More positions owned by Planning Solutions Group

iShares S&P 500 Index (IVV)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Ishares Inc core msci emkt (IEMG)
SPDR S&P Emerging Markets (SPEM)
Vanguard High Dividend Yield ETF (VYM)
Vanguard FTSE All-World ex-US ETF (VEU)
iShares S&P Moderate Allocation Fund ETF (AOM)
Ishares Tr eafe min volat (EFAV)
Apple (AAPL)
BB&T Corporation
iShares MSCI Emerging Markets Indx (EEM)
D First Tr Exchange-traded (FPE)
Lgi Homes (LGIH)
iShares S&P SmallCap 600 Index (IJR)
SPDR S&P World ex-US (SPDW)

View all positions for Planning Solutions Group

Top funds holding Pimco Dynamic Incm Fund

Morgan Stanley
Bank of America Corporation
LPL Financial
Atria Wealth Solutions
Cohen & Steers Capital Management
Royal Bank of Canada
Advisor Group Holdings
TD Waterhouse Canada
PFG Investments
Commonwealth Equity Services
SOL Capital Management
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
California Capital Advisors
Wagner Wealth Management

View all funds holding Pimco Dynamic Incm Fund