BBPWM
PHF

Blue Bell Private Wealth Management’s Pacholder High Yield PHF Stock Holding History

Blue Bell Private Wealth Management’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
Q1 		– Sell
-728
Closed -$6K – 270
2016
Q4 		$6K Hold
728
– – ﹤0.01% 220
2016
Q3 		$6K Buy
+728
New +$5.2K ﹤0.01% 382

Other funds holding PHF

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Blue Bell Private Wealth Management's PHF Position: Q1 2017 in Review

Blue Bell Private Wealth Management sold out of Pacholder High Yield (PHF) in Q1 2017, closing a stake of 728 shares — an estimated $6K sold.

Blue Bell Private Wealth Management first reported a position in PHF in Q3 2016 and held it in 2 quarters. The position peaked at $6K in Q4 2016. 26 funds tracked by Wall St. Rank hold PHF as of Q1 2017.

  • Blue Bell Private Wealth Management reported no remaining Pacholder High Yield position as of Q1 2017 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 728 Pacholder High Yield shares in Q1 2017, an estimated $6K.
  • Blue Bell Private Wealth Management first reported a position in Pacholder High Yield in Q3 2016 and held it in 2 quarters.
  • Blue Bell Private Wealth Management's Pacholder High Yield position peaked at $6K in Q4 2016.
  • 26 funds tracked by Wall St. Rank held Pacholder High Yield as of Q1 2017.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2017, filed 18 Apr 2017.