GRP
PHD

Global Retirement Partners’s Pioneer Floating Rate Fund PHD Stock Holding History

Global Retirement Partners’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
2023
Q1 		– Sell
-1,165
Closed -$10.2K – 3305
2022
Q4 		$10.2K Hold
1,165
– – ﹤0.01% 1776
2022
Q3 		$10K Hold
1,165
– – ﹤0.01% 1695
2022
Q2 		$10K Hold
1,165
– – ﹤0.01% 1642
2022
Q1 		$11K Buy
+1,165
New +$12.9K ﹤0.01% 1593
2021
Q4 		– Sell
-1,165
Closed -$13K – 1348
2021
Q3 		$13K Hold
1,165
– – ﹤0.01% 1345
2021
Q2 		$14K Hold
1,165
– – ﹤0.01% 1302
2021
Q1 		$13K Hold
1,165
– – ﹤0.01% 1230
2020
Q4 		$12K Buy
+1,165
New +$12.1K ﹤0.01% 1211

Other funds holding PHD

LSPW
Lake Street Private Wealth Chicago, Illinois $874M AUM 26.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.23B AUM 51.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Global Retirement Partners's PHD Position: Q1 2023 in Review

Global Retirement Partners sold out of Pioneer Floating Rate Fund (PHD) in Q1 2023, closing a stake of 1,165 shares — an estimated $10.2K sold.

Global Retirement Partners first reported a position in PHD in Q4 2020 and held it in 8 quarters. The position peaked at $14K in Q2 2021. 49 funds tracked by Wall St. Rank hold PHD as of Q1 2023.

  • Global Retirement Partners reported no remaining Pioneer Floating Rate Fund position as of Q1 2023 after selling out during the quarter.
  • Global Retirement Partners sold 1,165 Pioneer Floating Rate Fund shares in Q1 2023, an estimated $10.2K.
  • Global Retirement Partners first reported a position in Pioneer Floating Rate Fund in Q4 2020 and held it in 8 quarters.
  • Global Retirement Partners's Pioneer Floating Rate Fund position peaked at $14K in Q2 2021.
  • 49 funds tracked by Wall St. Rank held Pioneer Floating Rate Fund as of Q1 2023.

Based on Global Retirement Partners's 13F filing for Q1 2023, filed 8 May 2023.