Cambridge Investment Research Advisors
PHT

Cambridge Investment Research Advisors’s Pioneer High Income Fund PHT Stock Holding History

Cambridge Investment Research Advisors’s Portfolio PHT Stock Details PHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-11,076
Closed -$111K – 2144
2017
Q3 		$111K Buy
11,076
+212
+2% +$2.1K ﹤0.01% 1910
2017
Q2 		$107K Sell
10,864
-2,270
-17% -$22.6K ﹤0.01% 1845
2017
Q1 		$130K Buy
13,134
+2,525
+24% +$25K ﹤0.01% 1678
2016
Q4 		$108K Sell
10,609
-659
-6% -$6.6K ﹤0.01% 1586
2016
Q3 		$118K Sell
11,268
-992
-8% -$10.3K ﹤0.01% 1660
2016
Q2 		$124K Buy
12,260
+817
+7% +$8.21K ﹤0.01% 1460
2016
Q1 		$115K Buy
+11,443
New +$106K ﹤0.01% 1500
2015
Q4 		– Sell
-29,458
Closed -$303K – 1607
2015
Q3 		$303K Sell
29,458
-13,471
-31% -$147K 0.01% 1020
2015
Q2 		$499K Buy
42,929
+14,195
+49% +$178K 0.01% 808
2015
Q1 		$370K Buy
28,734
+8,071
+39% +$120K 0.01% 948
2014
Q4 		$355K Hold
20,663
– – 0.01% 938
2014
Q3 		$350K Buy
20,663
+1,674
+9% +$29.7K 0.01% 1011
2014
Q2 		$351K Sell
18,989
-84
-0.4% -$1.53K 0.01% 936
2014
Q1 		$340K Buy
19,073
+900
+5% +$15.8K 0.01% 903
2013
Q4 		$310K Buy
18,173
+560
+3% +$9.58K 0.01% 871
2013
Q3 		$299K Hold
17,613
– – 0.01% 836
2013
Q2 		$294K Buy
+17,613
New +$305K 0.01% 767

Other funds holding PHT

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cambridge Investment Research Advisors's PHT Position: Q4 2017 in Review

Cambridge Investment Research Advisors sold out of Pioneer High Income Fund (PHT) in Q4 2017, closing a stake of 11,076 shares — an estimated $111K sold.

Cambridge Investment Research Advisors first reported a position in PHT in Q2 2013 and held it in 17 quarters. The position peaked at $499K in Q2 2015. 49 funds tracked by Wall St. Rank hold PHT as of Q4 2017.

  • Cambridge Investment Research Advisors reported no remaining Pioneer High Income Fund position as of Q4 2017 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 11,076 Pioneer High Income Fund shares in Q4 2017, an estimated $111K.
  • Cambridge Investment Research Advisors first reported a position in Pioneer High Income Fund in Q2 2013 and held it in 17 quarters.
  • Cambridge Investment Research Advisors's Pioneer High Income Fund position peaked at $499K in Q2 2015.
  • 49 funds tracked by Wall St. Rank held Pioneer High Income Fund as of Q4 2017.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2017, filed 22 Feb 2018.