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Pimco Dynamic Incm Fund shares owned by Wealth & Pension Services Group

Quarter-by-quarter ownership of Pimco Dynamic Incm Fund (PDI) shares owned by Wealth & Pension Services Group from 13F filings

Historical chart of Wealth & Pension Services 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 Wealth & Pension Services 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 Wealth & Pension Services Group

Quarter filed Position value Share count Share price at filing
2019-09-30 $727k 22k 32.53
2019-06-30 $706k 22k 32.16
2019-03-31 $737k 23k 32.08
2018-12-31 $714k 25k 29.17
2018-06-30 $712k 22k 31.89

More positions owned by Wealth & Pension Services Group

SPDR DJ Wilshire Large Cap (SPLG)
iShares Russell 1000 Index (IWB)
SPDR S&P World ex-US (SPDW)
J P Morgan Exchange Traded F ultra shrt (JPST)
iShares Russell 1000 Value Index (IWD)
Vanguard Dividend Appreciation ETF (VIG)
Vanguard Value ETF (VTV)
Vanguard Europe Pacific ETF (VEA)
iShares Russell 3000 Growth Index (IUSG)
iShares Russell 1000 Growth Index (IWF)
iShares S&P 500 Index (IVV)
SPDR DJ Wilshire Large Cap Growth (SPYG)
iShares Lehman 3-7 Yr Treasury Bond (IEI)
SPDR DJ Wilshire Mid Cap (SPMD)
Ishares Tr (LRGF)

View all positions for Wealth & Pension Services Group

Top funds holding Pimco Dynamic Incm Fund

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

View all funds holding Pimco Dynamic Incm Fund