APA
PHD

American Portfolios Advisors’s Pioneer Floating Rate Fund PHD Stock Holding History

American Portfolios Advisors’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
2019
Q4 		– Sell
-285
Closed -$3K – 2905
2019
Q3 		$3K Buy
+285
New +$2.99K ﹤0.01% 2380

Other funds holding PHD

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Portfolios Advisors's PHD Position: Q4 2019 in Review

American Portfolios Advisors sold out of Pioneer Floating Rate Fund (PHD) in Q4 2019, closing a stake of 285 shares — an estimated $3K sold.

American Portfolios Advisors first reported a position in PHD in Q3 2019 and held it in 1 quarter. The position peaked at $3K in Q3 2019. 58 funds tracked by Wall St. Rank hold PHD as of Q4 2019.

  • American Portfolios Advisors reported no remaining Pioneer Floating Rate Fund position as of Q4 2019 after selling out during the quarter.
  • American Portfolios Advisors sold 285 Pioneer Floating Rate Fund shares in Q4 2019, an estimated $3K.
  • American Portfolios Advisors first reported a position in Pioneer Floating Rate Fund in Q3 2019 and held it in 1 quarter.
  • American Portfolios Advisors's Pioneer Floating Rate Fund position peaked at $3K in Q3 2019.
  • 58 funds tracked by Wall St. Rank held Pioneer Floating Rate Fund as of Q4 2019.

Based on American Portfolios Advisors's 13F filing for Q4 2019, filed 24 Mar 2023.