CF
HNW

Centaurus Financial’s Pioneer Diversified High Income Fund HNW Stock Holding History

Centaurus Financial’s Portfolio HNW Stock Details HNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-200
Closed -$3K – 1182
2018
Q2 		$3K Buy
+200
New +$2.96K ﹤0.01% 1930

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SCM
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RCM
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SFS
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WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $128M AUM 7.56% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Centaurus Financial's HNW Position: Q3 2018 in Review

Centaurus Financial sold out of Pioneer Diversified High Income Fund (HNW) in Q3 2018, closing a stake of 200 shares — an estimated $3K sold.

Centaurus Financial first reported a position in HNW in Q2 2018 and held it in 1 quarter. The position peaked at $3K in Q2 2018. 38 funds tracked by Wall St. Rank hold HNW as of Q3 2018.

  • Centaurus Financial reported no remaining Pioneer Diversified High Income Fund position as of Q3 2018 after selling out during the quarter.
  • Centaurus Financial sold 200 Pioneer Diversified High Income Fund shares in Q3 2018, an estimated $3K.
  • Centaurus Financial first reported a position in Pioneer Diversified High Income Fund in Q2 2018 and held it in 1 quarter.
  • Centaurus Financial's Pioneer Diversified High Income Fund position peaked at $3K in Q2 2018.
  • 38 funds tracked by Wall St. Rank held Pioneer Diversified High Income Fund as of Q3 2018.

Based on Centaurus Financial's 13F filing for Q3 2018, filed 5 Nov 2018.