CCIM
PHD

Chapwood Capital Investment Management’s Pioneer Floating Rate Fund PHD Stock Holding History

Chapwood Capital Investment Management’s Portfolio PHD Stock Details PHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$2.81M Buy
+256,036
New +$2.7M 2.83% 10

Other funds holding PHD

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Chapwood Capital Investment Management's PHD Position: Q4 2019 in Review

Chapwood Capital Investment Management opened a new position in Pioneer Floating Rate Fund (PHD) in Q4 2019: 256,036 shares worth $2.81M. The stake represents 2.83% of the portfolio and ranks #10 among its holdings.

58 funds tracked by Wall St. Rank hold PHD as of Q4 2019.

  • Chapwood Capital Investment Management held 256,036 shares of Pioneer Floating Rate Fund worth $2.81M as of Q4 2019.
  • Pioneer Floating Rate Fund was a new Chapwood Capital Investment Management position in Q4 2019.
  • Pioneer Floating Rate Fund made up 2.83% of Chapwood Capital Investment Management's portfolio in Q4 2019, its #10 holding.
  • 58 funds tracked by Wall St. Rank held Pioneer Floating Rate Fund as of Q4 2019.

Based on Chapwood Capital Investment Management's 13F filing for Q4 2019, filed 21 Jan 2020.