CA
PHT

Cetera Advisors’s Pioneer High Income Fund PHT Stock Holding History

Cetera 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
2015
Q1 		– Sell
-11,236
Closed -$193K – 712
2014
Q4 		$193K Buy
+11,236
New +$195K 0.02% 602

Other funds holding PHT

Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Advisors's PHT Position: Q1 2015 in Review

Cetera Advisors sold out of Pioneer High Income Fund (PHT) in Q1 2015, closing a stake of 11,236 shares — an estimated $193K sold.

Cetera Advisors first reported a position in PHT in Q4 2014 and held it in 1 quarter. The position peaked at $193K in Q4 2014. 38 funds tracked by Wall St. Rank hold PHT as of Q1 2015.

  • Cetera Advisors reported no remaining Pioneer High Income Fund position as of Q1 2015 after selling out during the quarter.
  • Cetera Advisors sold 11,236 Pioneer High Income Fund shares in Q1 2015, an estimated $193K.
  • Cetera Advisors first reported a position in Pioneer High Income Fund in Q4 2014 and held it in 1 quarter.
  • Cetera Advisors's Pioneer High Income Fund position peaked at $193K in Q4 2014.
  • 38 funds tracked by Wall St. Rank held Pioneer High Income Fund as of Q1 2015.

Based on Cetera Advisors's 13F filing for Q1 2015, filed 15 May 2015.