IAN
PHD

Integrated Advisors Network’s Pioneer Floating Rate Fund PHD Stock Holding History

Integrated Advisors Network’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
2020
Q4 		– Sell
-20,000
Closed -$202K – 513
2020
Q3 		$202K Hold
20,000
– – 0.03% 417
2020
Q2 		$190K Hold
20,000
– – 0.02% 415
2020
Q1 		$153K Hold
20,000
– – 0.03% 357
2019
Q4 		$219K Buy
+20,000
New +$211K 0.03% 382

Other funds holding PHD

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Integrated Advisors Network's PHD Position: Q4 2020 in Review

Integrated Advisors Network sold out of Pioneer Floating Rate Fund (PHD) in Q4 2020, closing a stake of 20,000 shares — an estimated $202K sold.

Integrated Advisors Network first reported a position in PHD in Q4 2019 and held it in 4 quarters. The position peaked at $219K in Q4 2019. 51 funds tracked by Wall St. Rank hold PHD as of Q4 2020.

  • Integrated Advisors Network reported no remaining Pioneer Floating Rate Fund position as of Q4 2020 after selling out during the quarter.
  • Integrated Advisors Network sold 20,000 Pioneer Floating Rate Fund shares in Q4 2020, an estimated $202K.
  • Integrated Advisors Network first reported a position in Pioneer Floating Rate Fund in Q4 2019 and held it in 4 quarters.
  • Integrated Advisors Network's Pioneer Floating Rate Fund position peaked at $219K in Q4 2019.
  • 51 funds tracked by Wall St. Rank held Pioneer Floating Rate Fund as of Q4 2020.

Based on Integrated Advisors Network's 13F filing for Q4 2020, filed 12 Feb 2021.