HI
PHT

Harbour Investments’s Pioneer High Income Fund PHT Stock Holding History

Harbour Investments’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
2021
Q4 		– Sell
-2,940
Closed -$29K – 3411
2021
Q3 		$29K Hold
2,940
– – ﹤0.01% 2096
2021
Q2 		$29K Hold
2,940
– – ﹤0.01% 2128
2021
Q1 		$28K Buy
+2,940
New +$27.1K ﹤0.01% 2023

Other funds holding PHT

FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Harbour Investments's PHT Position: Q4 2021 in Review

Harbour Investments sold out of Pioneer High Income Fund (PHT) in Q4 2021, closing a stake of 2,940 shares — an estimated $29K sold.

Harbour Investments first reported a position in PHT in Q1 2021 and held it in 3 quarters. The position peaked at $29K in Q3 2021. 47 funds tracked by Wall St. Rank hold PHT as of Q4 2021.

  • Harbour Investments reported no remaining Pioneer High Income Fund position as of Q4 2021 after selling out during the quarter.
  • Harbour Investments sold 2,940 Pioneer High Income Fund shares in Q4 2021, an estimated $29K.
  • Harbour Investments first reported a position in Pioneer High Income Fund in Q1 2021 and held it in 3 quarters.
  • Harbour Investments's Pioneer High Income Fund position peaked at $29K in Q3 2021.
  • 47 funds tracked by Wall St. Rank held Pioneer High Income Fund as of Q4 2021.

Based on Harbour Investments's 13F filing for Q4 2021, filed 16 Feb 2022.