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

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of PIMCO DYNAMIC CR INCOME FD
ValueSharesWeighting
Q3 2021$340,000
+100.0%
16,100
+59.2%
0.00%
+100.0%
Q1 2020$170,000
-45.9%
10,112
-18.7%
0.00%
-50.0%
Q4 2019$314,000
+68.8%
12,442
+22.0%
0.00%0.0%
Q3 2015$186,00010,2000.00%
Other shareholders
PIMCO DYNAMIC CR INCOME FD shareholders Q4 2021
NameSharesValueWeighting ↓
Secrest Blakey & Associates, LLC 157,305$2,899,0006.99%
McGowan Group Asset Management, Inc. 1,366,025$25,176,0004.69%
Thomas J. Herzfeld Advisors, Inc. 138,436$2,684,0001.32%
Coastal Bridge Advisors, LLC 175,328$3,231,0001.03%
Riverstone Advisors, LLC 64,921$1,197,0000.89%
Secure Asset Management, LLC 66,800$1,231,0000.87%
Family Management Corp 114,559$2,111,0000.86%
GARRISON BRADFORD & ASSOCIATES INC 31,200$575,0000.84%
Mathes Company, Inc. 84,400$1,555,0000.77%
Lehman & Derafelo Financial Resources LLC 97,807$1,803,0000.63%
View complete list of PIMCO DYNAMIC CR INCOME FD shareholders