FFA
PHD

Founders Financial Alliance’s Pioneer Floating Rate Fund PHD Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-1,490
Closed -$15K – 1014
2020
Q3 		$15K Buy
+1,490
New +$14.8K 0.01% 655

Other funds holding PHD

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

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

Founders Financial Alliance sold out of Pioneer Floating Rate Fund (PHD) in Q4 2020, closing a stake of 1,490 shares — an estimated $15K sold.

Founders Financial Alliance first reported a position in PHD in Q3 2020 and held it in 1 quarter. The position peaked at $15K in Q3 2020. 51 funds tracked by Wall St. Rank hold PHD as of Q4 2020.

  • Founders Financial Alliance reported no remaining Pioneer Floating Rate Fund position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 1,490 Pioneer Floating Rate Fund shares in Q4 2020, an estimated $15K.
  • Founders Financial Alliance first reported a position in Pioneer Floating Rate Fund in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Pioneer Floating Rate Fund position peaked at $15K in Q3 2020.
  • 51 funds tracked by Wall St. Rank held Pioneer Floating Rate Fund as of Q4 2020.

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