FFA
HNW

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

Founders Financial Alliance’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
2020
Q4 		– Sell
-1,110
Closed -$15K – 793
2020
Q3 		$15K Buy
+1,110
New +$14.4K 0.01% 649

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KIM
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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Founders Financial Alliance's HNW Position: Q4 2020 in Review

Founders Financial Alliance sold out of Pioneer Diversified High Income Fund (HNW) in Q4 2020, closing a stake of 1,110 shares — an estimated $15K sold.

Founders Financial Alliance first reported a position in HNW in Q3 2020 and held it in 1 quarter. The position peaked at $15K in Q3 2020. 31 funds tracked by Wall St. Rank hold HNW as of Q4 2020.

  • Founders Financial Alliance reported no remaining Pioneer Diversified High Income Fund position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 1,110 Pioneer Diversified High Income Fund shares in Q4 2020, an estimated $15K.
  • Founders Financial Alliance first reported a position in Pioneer Diversified High Income Fund in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Pioneer Diversified High Income Fund position peaked at $15K in Q3 2020.
  • 31 funds tracked by Wall St. Rank held Pioneer Diversified High Income Fund as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.