JIP
PHD

Jaffetilchin Investment Partners’s Pioneer Floating Rate Fund PHD Stock Holding History

Jaffetilchin Investment Partners’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
2024
Q4 		– Sell
-2,443
Closed -$24.2K – 1033
2024
Q3 		$24.2K Buy
+2,443
New +$24.1K ﹤0.01% 725

Other funds holding PHD

LSPW
Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jaffetilchin Investment Partners's PHD Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Pioneer Floating Rate Fund (PHD) in Q4 2024, closing a stake of 2,443 shares — an estimated $24.2K sold.

Jaffetilchin Investment Partners first reported a position in PHD in Q3 2024 and held it in 1 quarter. The position peaked at $24.2K in Q3 2024. 40 funds tracked by Wall St. Rank hold PHD as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Pioneer Floating Rate Fund position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 2,443 Pioneer Floating Rate Fund shares in Q4 2024, an estimated $24.2K.
  • Jaffetilchin Investment Partners first reported a position in Pioneer Floating Rate Fund in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Pioneer Floating Rate Fund position peaked at $24.2K in Q3 2024.
  • 40 funds tracked by Wall St. Rank held Pioneer Floating Rate Fund as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.