AIM
PHD

Acrospire Investment Management’s Pioneer Floating Rate Fund PHD Stock Holding History

Acrospire Investment Management’s Portfolio PHD Stock Details PHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-2,364
Closed -$29K – 2454
2017
Q1 		$29K Buy
+2,364
New +$28.8K 0.02% 1378

Other funds holding PHD

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Acrospire Investment Management's PHD Position: Q2 2017 in Review

Acrospire Investment Management sold out of Pioneer Floating Rate Fund (PHD) in Q2 2017, closing a stake of 2,364 shares — an estimated $29K sold.

Acrospire Investment Management first reported a position in PHD in Q1 2017 and held it in 1 quarter. The position peaked at $29K in Q1 2017. 53 funds tracked by Wall St. Rank hold PHD as of Q2 2017.

  • Acrospire Investment Management reported no remaining Pioneer Floating Rate Fund position as of Q2 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 2,364 Pioneer Floating Rate Fund shares in Q2 2017, an estimated $29K.
  • Acrospire Investment Management first reported a position in Pioneer Floating Rate Fund in Q1 2017 and held it in 1 quarter.
  • Acrospire Investment Management's Pioneer Floating Rate Fund position peaked at $29K in Q1 2017.
  • 53 funds tracked by Wall St. Rank held Pioneer Floating Rate Fund as of Q2 2017.

Based on Acrospire Investment Management's 13F filing for Q2 2017, filed 11 Aug 2017.