Cambridge Investment Research Advisors
PHF

Cambridge Investment Research Advisors’s Pacholder High Yield PHF Stock Holding History

Cambridge Investment Research Advisors’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
-10,501
Closed -$76K – 1853
2016
Q4 		$76K Buy
+10,501
New +$73.9K ﹤0.01% 1605
2016
Q1 		– Sell
-11,584
Closed -$70K – 1694
2015
Q4 		$70K Buy
+11,584
New +$73.6K ﹤0.01% 1513

Other funds holding PHF

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 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 0.79% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 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 28.91% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Cambridge Investment Research Advisors's PHF Position: Q1 2017 in Review

Cambridge Investment Research Advisors sold out of Pacholder High Yield (PHF) in Q1 2017, closing a stake of 10,501 shares — an estimated $76K sold.

Cambridge Investment Research Advisors first reported a position in PHF in Q4 2015 and held it in 2 quarters. The position peaked at $76K in Q4 2016. 26 funds tracked by Wall St. Rank hold PHF as of Q1 2017.

  • Cambridge Investment Research Advisors reported no remaining Pacholder High Yield position as of Q1 2017 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 10,501 Pacholder High Yield shares in Q1 2017, an estimated $76K.
  • Cambridge Investment Research Advisors first reported a position in Pacholder High Yield in Q4 2015 and held it in 2 quarters.
  • Cambridge Investment Research Advisors's Pacholder High Yield position peaked at $76K in Q4 2016.
  • 26 funds tracked by Wall St. Rank held Pacholder High Yield as of Q1 2017.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2017, filed 12 May 2017.