IA
PHD

IFP Advisors’s Pioneer Floating Rate Fund PHD Stock Holding History

IFP Advisors’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
2019
Q1 		$6K Buy
+625
New +$6.51K ﹤0.01% 1798
2017
Q4 		– Sell
-2,864
Closed -$34K – 4035
2017
Q3 		$34K Sell
2,864
-350
-11% -$4.15K ﹤0.01% 2245
2017
Q2 		$38K Sell
3,214
-2,040
-39% -$24.6K ﹤0.01% 2154
2017
Q1 		$64K Hold
5,254
– – ﹤0.01% 1775
2016
Q4 		$62K Sell
5,254
-490
-9% -$5.75K ﹤0.01% 1749
2016
Q3 		$68K Hold
5,744
– – ﹤0.01% 1613
2016
Q2 		$65K Buy
5,744
+5,119
+819% +$57.2K ﹤0.01% 1604
2016
Q1 		$6K Sell
625
-4,754
-88% -$50.3K ﹤0.01% 1792
2015
Q4 		$58K Buy
+5,379
New +$58.5K ﹤0.01% 1513

Other funds holding PHD

RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
SCM
Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return