FANJ
PHT

Financial Architects (New Jersey)’s Pioneer High Income Fund PHT Stock Holding History

Financial Architects (New Jersey)’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
-3,000
Closed -$30K – 1572
2017
Q3 		$30K Buy
+3,000
New +$29.7K 0.01% 849

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Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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 $49B AUM 25.55% 1-Year Est. Return

Financial Architects (New Jersey)'s PHT Position: Q4 2017 in Review

Financial Architects (New Jersey) sold out of Pioneer High Income Fund (PHT) in Q4 2017, closing a stake of 3,000 shares — an estimated $30K sold.

Financial Architects (New Jersey) first reported a position in PHT in Q3 2017 and held it in 1 quarter. The position peaked at $30K in Q3 2017. 49 funds tracked by Wall St. Rank hold PHT as of Q4 2017.

  • Financial Architects (New Jersey) reported no remaining Pioneer High Income Fund position as of Q4 2017 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 3,000 Pioneer High Income Fund shares in Q4 2017, an estimated $30K.
  • Financial Architects (New Jersey) first reported a position in Pioneer High Income Fund in Q3 2017 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s Pioneer High Income Fund position peaked at $30K in Q3 2017.
  • 49 funds tracked by Wall St. Rank held Pioneer High Income Fund as of Q4 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2017, filed 12 Feb 2018.