IA
PHF

IFP Advisors’s Pacholder High Yield PHF Stock Holding History

IFP Advisors’s Portfolio PHF Stock Details PHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1,631
Closed -$13K – 4424
2017
Q1 		$13K Hold
1,631
– – ﹤0.01% 2796
2016
Q4 		$12K Buy
1,631
+666
+69% +$4.69K ﹤0.01% 2832
2016
Q3 		$7K Hold
965
– – ﹤0.01% 3109
2016
Q2 		$7K Buy
+965
New +$6.55K ﹤0.01% 2997
2016
Q1 		– Sell
-965
Closed -$6K – 4498
2015
Q4 		$6K Buy
+965
New +$6.13K ﹤0.01% 2928

Other funds holding PHF

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

IFP Advisors's PHF Position: Q2 2017 in Review

IFP Advisors sold out of Pacholder High Yield (PHF) in Q2 2017, closing a stake of 1,631 shares — an estimated $13K sold.

IFP Advisors first reported a position in PHF in Q4 2015 and held it in 5 quarters. The position peaked at $13K in Q1 2017. 23 funds tracked by Wall St. Rank hold PHF as of Q2 2017.

  • IFP Advisors reported no remaining Pacholder High Yield position as of Q2 2017 after selling out during the quarter.
  • IFP Advisors sold 1,631 Pacholder High Yield shares in Q2 2017, an estimated $13K.
  • IFP Advisors first reported a position in Pacholder High Yield in Q4 2015 and held it in 5 quarters.
  • IFP Advisors's Pacholder High Yield position peaked at $13K in Q1 2017.
  • 23 funds tracked by Wall St. Rank held Pacholder High Yield as of Q2 2017.

Based on IFP Advisors's 13F filing for Q2 2017, filed 31 Jul 2017.