Kovitz Investment Group’s Pioneer Diversified High Income Fund HNW Stock Holding History

Kovitz Investment Group’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
2015 Q4	$755K	Buy	+51,720	New	+$753K	0.05%	89

Other funds holding HNW

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

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

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

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

Kovitz Investment Group's HNW Position: Q4 2015 in Review

Kovitz Investment Group opened a new position in Pioneer Diversified High Income Fund (HNW) in Q4 2015: 51,720 shares worth $755K. The stake represents 0.05% of the portfolio and ranks #89 among its holdings.

30 funds tracked by Wall St. Rank hold HNW as of Q4 2015.

Kovitz Investment Group held 51,720 shares of Pioneer Diversified High Income Fund worth $755K as of Q4 2015.
Pioneer Diversified High Income Fund was a new Kovitz Investment Group position in Q4 2015.
Pioneer Diversified High Income Fund made up 0.05% of Kovitz Investment Group's portfolio in Q4 2015, its #89 holding.
30 funds tracked by Wall St. Rank held Pioneer Diversified High Income Fund as of Q4 2015.

Based on Kovitz Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.