MCM
PHD

MAI Capital Management’s Pioneer Floating Rate Fund PHD Stock Holding History

MAI Capital Management’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
2025
Q4 		– Sell
-5,000
Closed -$49.8K – 4457
2025
Q3 		$49.8K Hold
5,000
– – ﹤0.01% 1930
2025
Q2 		$49.1K Hold
5,000
– – ﹤0.01% 1865
2025
Q1 		$47.4K Hold
5,000
– – ﹤0.01% 1775
2024
Q4 		$48.4K Buy
+5,000
New +$49.1K ﹤0.01% 1781

Other funds holding PHD

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return