AG
PHF

Advisor Group’s Pacholder High Yield PHF Stock Holding History

Advisor Group’s Portfolio PHF Stock Details PHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-3,366
Closed -$27K – 5161
2017
Q2 		$27K Sell
3,366
-97,590
-97% -$772K ﹤0.01% 3314
2017
Q1 		$779K Sell
100,956
-227,960
-69% -$1.75M 0.02% 835
2016
Q4 		$2.37M Sell
328,916
-2,836
-0.9% -$20K 0.05% 377
2016
Q3 		$2.37M Buy
331,752
+29,041
+10% +$207K 0.06% 355
2016
Q2 		$2.14M Buy
+302,711
New +$2.05M 0.06% 358

Advisor Group's PHF Position: Q3 2017 in Review

Advisor Group sold out of Pacholder High Yield (PHF) in Q3 2017, closing a stake of 3,366 shares — an estimated $27K sold.

Advisor Group first reported a position in PHF in Q2 2016 and held it in 5 quarters. The position peaked at $2.37M in Q4 2016. 0 funds tracked by Wall St. Rank hold PHF as of Q3 2017.

  • Advisor Group reported no remaining Pacholder High Yield position as of Q3 2017 after selling out during the quarter.
  • Advisor Group sold 3,366 Pacholder High Yield shares in Q3 2017, an estimated $27K.
  • Advisor Group first reported a position in Pacholder High Yield in Q2 2016 and held it in 5 quarters.
  • Advisor Group's Pacholder High Yield position peaked at $2.37M in Q4 2016.
  • 0 funds tracked by Wall St. Rank held Pacholder High Yield as of Q3 2017.

Based on Advisor Group's 13F filing for Q3 2017, filed 6 Nov 2017.