GGPS
PHT

Gary Goldberg Planning Services’s Pioneer High Income Fund PHT Stock Holding History

Gary Goldberg Planning Services’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
2014
Q1 		– Sell
-500
Closed -$9K – 436
2013
Q4 		$9K Hold
500
– – 0.01% 295
2013
Q3 		$8K Hold
500
– – ﹤0.01% 303
2013
Q2 		$8K Buy
+500
New +$8.65K 0.01% 312

Other funds holding PHT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Gary Goldberg Planning Services's PHT Position: Q1 2014 in Review

Gary Goldberg Planning Services sold out of Pioneer High Income Fund (PHT) in Q1 2014, closing a stake of 500 shares — an estimated $9K sold.

Gary Goldberg Planning Services first reported a position in PHT in Q2 2013 and held it in 3 quarters. The position peaked at $9K in Q4 2013. 31 funds tracked by Wall St. Rank hold PHT as of Q1 2014.

  • Gary Goldberg Planning Services reported no remaining Pioneer High Income Fund position as of Q1 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 500 Pioneer High Income Fund shares in Q1 2014, an estimated $9K.
  • Gary Goldberg Planning Services first reported a position in Pioneer High Income Fund in Q2 2013 and held it in 3 quarters.
  • Gary Goldberg Planning Services's Pioneer High Income Fund position peaked at $9K in Q4 2013.
  • 31 funds tracked by Wall St. Rank held Pioneer High Income Fund as of Q1 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q1 2014, filed 7 May 2014.