HF
PHD

HRT Financial’s Pioneer Floating Rate Fund PHD Stock Holding History

HRT Financial’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
2022
Q1 		– Sell
-20,106
Closed -$233K – 3675
2021
Q4 		$233K Buy
+20,106
New +$238K ﹤0.01% 2430

Other funds holding PHD

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LSPW
Lake Street Private Wealth Chicago, Illinois $874M AUM 26.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

HRT Financial's PHD Position: Q1 2022 in Review

HRT Financial sold out of Pioneer Floating Rate Fund (PHD) in Q1 2022, closing a stake of 20,106 shares — an estimated $233K sold.

HRT Financial first reported a position in PHD in Q4 2021 and held it in 1 quarter. The position peaked at $233K in Q4 2021. 39 funds tracked by Wall St. Rank hold PHD as of Q1 2022.

  • HRT Financial reported no remaining Pioneer Floating Rate Fund position as of Q1 2022 after selling out during the quarter.
  • HRT Financial sold 20,106 Pioneer Floating Rate Fund shares in Q1 2022, an estimated $233K.
  • HRT Financial first reported a position in Pioneer Floating Rate Fund in Q4 2021 and held it in 1 quarter.
  • HRT Financial's Pioneer Floating Rate Fund position peaked at $233K in Q4 2021.
  • 39 funds tracked by Wall St. Rank held Pioneer Floating Rate Fund as of Q1 2022.

Based on HRT Financial's 13F filing for Q1 2022, filed 16 May 2022.