UNITED CAPITAL FINANCIAL ADVISORS, LLC - PIMCO DYNAMIC INCOME FD ownership

PIMCO DYNAMIC INCOME FD's ticker is PDI and the CUSIP is 72201Y101. A total of 103 filers reported holding PIMCO DYNAMIC INCOME FD in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of PIMCO DYNAMIC INCOME FD
ValueSharesWeighting
Q2 2020$736,000
+1.2%
29,770
-9.5%
0.01%
-16.7%
Q1 2020$727,000
-45.3%
32,893
-19.8%
0.01%
-33.3%
Q4 2019$1,330,000
-1.5%
40,999
-1.2%
0.01%0.0%
Q3 2019$1,350,000
+9.4%
41,482
+8.1%
0.01%
+12.5%
Q2 2019$1,234,000
+32.5%
38,388
+32.1%
0.01%
+14.3%
Q1 2019$931,000
+48.2%
29,049
+34.9%
0.01%
+40.0%
Q4 2018$628,000
-9.2%
21,528
+4.2%
0.01%0.0%
Q3 2018$692,000
+71.7%
20,664
+63.4%
0.01%
+66.7%
Q2 2018$403,000
+35.2%
12,645
+30.6%
0.00%
+50.0%
Q1 2018$298,000
+42.6%
9,679
+39.1%
0.00%0.0%
Q4 2017$209,0006,9580.00%
Other shareholders
PIMCO DYNAMIC INCOME FD shareholders Q2 2018
NameSharesValueWeighting ↓
Wagner Wealth Management, LLC 444,781$7,685,8232.82%
Arcus Capital Partners, LLC 370,114$6,395,5741.96%
SOL Capital Management CO 663,598$11,4671.78%
Cornerstone Advisory, LLC 570,482$9,857,9271.72%
MAS Advisors LLC 63,128$1,090,8521.56%
GILL CAPITAL PARTNERS, LLC 202,740$3,503,3391.55%
MorganRosel Wealth Management, LLC 186,577$3,224,0501.35%
RIVERNORTH CAPITAL MANAGEMENT, LLC 1,252,299$21,639,7271.12%
Anfield Capital Management, LLC 122,606$2,118,6321.01%
Beta Wealth Group, Inc. 78,798$1,361,6300.80%
View complete list of PIMCO DYNAMIC INCOME FD shareholders