FFA
ISD

Founders Financial Alliance’s PGIM High Yield Bond Fund ISD Stock Holding History

Founders Financial Alliance’s Portfolio ISD Stock Details ISD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,000
Closed -$14K – 841
2020
Q3 		$14K Buy
+1,000
New +$13.8K 0.01% 670

Other funds holding ISD

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

Founders Financial Alliance sold out of PGIM High Yield Bond Fund (ISD) in Q4 2020, closing a stake of 1,000 shares — an estimated $14K sold.

Founders Financial Alliance first reported a position in ISD in Q3 2020 and held it in 1 quarter. The position peaked at $14K in Q3 2020. 82 funds tracked by Wall St. Rank hold ISD as of Q4 2020.

  • Founders Financial Alliance reported no remaining PGIM High Yield Bond Fund position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 1,000 PGIM High Yield Bond Fund shares in Q4 2020, an estimated $14K.
  • Founders Financial Alliance first reported a position in PGIM High Yield Bond Fund in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's PGIM High Yield Bond Fund position peaked at $14K in Q3 2020.
  • 82 funds tracked by Wall St. Rank held PGIM High Yield Bond Fund as of Q4 2020.

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