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

Baystate Wealth 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
2023 Q4	$9.36K	Buy	+1,020	New	+$9.14K	﹤0.01%	734

Other funds holding PHD

LSPW

Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

CCP

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Baystate Wealth Management's PHD Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Pioneer Floating Rate Fund (PHD) in Q4 2023: 1,020 shares worth $9.36K. The stake represents ﹤0.01% of the portfolio and ranks #734 among its holdings.

48 funds tracked by Wall St. Rank hold PHD as of Q4 2023.

Baystate Wealth Management held 1,020 shares of Pioneer Floating Rate Fund worth $9.36K as of Q4 2023.
Pioneer Floating Rate Fund was a new Baystate Wealth Management position in Q4 2023.
Pioneer Floating Rate Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #734 holding.
48 funds tracked by Wall St. Rank held Pioneer Floating Rate Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.