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 $377B AUM 19.32% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $21.3B AUM 22.13% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return