Creative Planning - TCW STRATEGIC INCOME FUND IN ownership

TCW STRATEGIC INCOME FUND IN's ticker is TSI and the CUSIP is 872340104. A total of 66 filers reported holding TCW STRATEGIC INCOME FUND IN in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Creative Planning ownership history of TCW STRATEGIC INCOME FUND IN
ValueSharesWeighting
Q1 2023$91,775
+55.6%
19,610
+92.1%
0.00%
Q3 2021$59,000
-20.3%
10,206
-21.2%
0.00%
Q1 2021$74,000
-17.8%
12,956
-18.8%
0.00%
Q3 2020$90,0000.0%15,956
-3.6%
0.00%
Q2 2020$90,000
+4.7%
16,5560.0%0.00%
Q1 2020$86,000
-56.3%
16,556
-51.4%
0.00%
-100.0%
Q4 2019$197,000
+1.5%
34,0850.0%0.00%0.0%
Q3 2019$194,000
+20.5%
34,085
+21.4%
0.00%0.0%
Q2 2019$161,000
+6.6%
28,085
+2.2%
0.00%0.0%
Q1 2019$151,000
+115.7%
27,485
+129.9%
0.00%
Q4 2017$70,000
+1.4%
11,9560.0%0.00%
Q3 2017$69,000
+3.0%
11,9560.0%0.00%
Q2 2017$67,000
+3.1%
11,9560.0%0.00%
Q1 2017$65,000
+490.9%
11,956
+497.8%
0.00%
Q4 2016$11,0000.0%2,0000.0%0.00%
Q3 2016$11,0000.0%2,0000.0%0.00%
Q2 2016$11,000
+10.0%
2,0000.0%0.00%
Q1 2016$10,000
-9.1%
2,0000.0%0.00%
Q4 2015$11,000
+10.0%
2,0000.0%0.00%
Q3 2015$10,000
+100.0%
2,000
+100.0%
0.00%
Q4 2014$5,000
-44.4%
1,000
-36.2%
0.00%
Q1 2014$9,000
-55.0%
1,567
-58.5%
0.00%
Q4 2013$20,0003,7750.00%
Other shareholders
TCW STRATEGIC INCOME FUND IN shareholders Q4 2017
NameSharesValueWeighting ↓
Northside Capital Management, LLC 1,326,282$7,454,0002.42%
SeaBridge Investment Advisors LLC 261,060$1,467,0000.55%
SIT INVESTMENT ASSOCIATES INC 3,404,698$19,245,0000.29%
FIRST FOUNDATION ADVISORS 1,026,712$5,770,0000.27%
Institute for Wealth Management, LLC. 164,585$925,0000.21%
Family Management Corp 79,046$444,0000.20%
DIXON HUBARD FEINOUR & BROWN INC/VA 96,300$541,0000.14%
BENJAMIN F. EDWARDS & COMPANY, INC. 236,732$1,330,0000.09%
Adams Wealth Management 18,949$106,0000.08%
Mraz, Amerine & Associates, Inc. 39,233$220,0000.08%
View complete list of TCW STRATEGIC INCOME FUND IN shareholders