DWM
PHD

Doyle Wealth Management’s Pioneer Floating Rate Fund PHD Stock Holding History

Doyle Wealth 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
Q1 		– Sell
-500
Closed -$5K – 580
2018
Q4 		$5K Buy
+500
New +$5.24K ﹤0.01% 726

Other funds holding PHD

RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Doyle Wealth Management's PHD Position: Q1 2019 in Review

Doyle Wealth Management sold out of Pioneer Floating Rate Fund (PHD) in Q1 2019, closing a stake of 500 shares — an estimated $5K sold.

Doyle Wealth Management first reported a position in PHD in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 58 funds tracked by Wall St. Rank hold PHD as of Q1 2019.

  • Doyle Wealth Management reported no remaining Pioneer Floating Rate Fund position as of Q1 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 500 Pioneer Floating Rate Fund shares in Q1 2019, an estimated $5K.
  • Doyle Wealth Management first reported a position in Pioneer Floating Rate Fund in Q4 2018 and held it in 1 quarter.
  • Doyle Wealth Management's Pioneer Floating Rate Fund position peaked at $5K in Q4 2018.
  • 58 funds tracked by Wall St. Rank held Pioneer Floating Rate Fund as of Q1 2019.

Based on Doyle Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.