Advocacy Wealth Management Services’s Pioneer Floating Rate Fund PHD Stock Holding History

Advocacy Wealth Management Services’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
2016 Q2	–	Sell	-500	Closed	-$6K	–	444
2016 Q1	$6K	Hold	500	–	–	﹤0.01%	403
2015 Q4	$5K	Buy	+500	New	+$5.44K	0.01%	421

Other funds holding PHD

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

FIMG

Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

ZIG

Zuckerman Investment Group Chicago, Illinois $1.18B AUM 22.58% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Advocacy Wealth Management Services's PHD Position: Q2 2016 in Review

Advocacy Wealth Management Services sold out of Pioneer Floating Rate Fund (PHD) in Q2 2016, closing a stake of 500 shares — an estimated $6K sold.

Advocacy Wealth Management Services first reported a position in PHD in Q4 2015 and held it in 2 quarters. The position peaked at $6K in Q1 2016. 52 funds tracked by Wall St. Rank hold PHD as of Q2 2016.

Advocacy Wealth Management Services reported no remaining Pioneer Floating Rate Fund position as of Q2 2016 after selling out during the quarter.
Advocacy Wealth Management Services sold 500 Pioneer Floating Rate Fund shares in Q2 2016, an estimated $6K.
Advocacy Wealth Management Services first reported a position in Pioneer Floating Rate Fund in Q4 2015 and held it in 2 quarters.
Advocacy Wealth Management Services's Pioneer Floating Rate Fund position peaked at $6K in Q1 2016.
52 funds tracked by Wall St. Rank held Pioneer Floating Rate Fund as of Q2 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2016, filed 15 Jul 2016.