IFP Advisors’s Pioneer Diversified High Income Fund HNW Stock Holding History

IFP Advisors’s Portfolio HNW Stock Details HNW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$39K	Sell	2,796 -543	-16%	-$7.5K	0.01%	1063
2018 Q4	$44K	Hold	3,339	–	–	﹤0.01%	1679
2018 Q3	$49K	Buy	3,339 +1,550	+87%	+$22.6K	﹤0.01%	1908
2018 Q2	$26K	Buy	+1,789	New	+$26.5K	﹤0.01%	2310
2016 Q2	–	Sell	-2,796	Closed	-$39K	–	3920
2016 Q1	$39K	Buy	+2,796	New	+$40.3K	0.01%	1063

Other funds holding HNW

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AUIM

Aegon USA Investment Management Cedar Rapids, Iowa $128M AUM 7.56% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

IFP Advisors's HNW Position: Q1 2019 in Review

IFP Advisors reduced its Pioneer Diversified High Income Fund (HNW) stake by 16% in Q1 2019, selling an estimated $7.5K and leaving 2,796 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #1063.

IFP Advisors first reported a position in HNW in Q1 2016 and has held it in 5 quarters since. The position peaked at $49K in Q3 2018. 33 funds tracked by Wall St. Rank hold HNW as of Q1 2019.

IFP Advisors held 2,796 shares of Pioneer Diversified High Income Fund worth $39K as of Q1 2019.
IFP Advisors sold 543 Pioneer Diversified High Income Fund shares in Q1 2019, an estimated $7.5K.
Pioneer Diversified High Income Fund made up 0.01% of IFP Advisors's portfolio in Q1 2019, its #1063 holding.
IFP Advisors first reported a position in Pioneer Diversified High Income Fund in Q1 2016 and has held it in 5 quarters since.
IFP Advisors's Pioneer Diversified High Income Fund position peaked at $49K in Q3 2018.
33 funds tracked by Wall St. Rank held Pioneer Diversified High Income Fund as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.