MassMutual Private Wealth & Trust’s Pioneer Floating Rate Fund PHD Stock Holding History

MassMutual Private Wealth & Trust’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
2018 Q3	–	Sell	-750	Closed	-$8.38K	–	1085
2018 Q2	$8.38K	Buy	+750	New	+$8.6K	﹤0.01%	635
2014 Q4	–	Sell	-2,000	Closed	-$23.5K	–	755
2014 Q3	$23.5K	Hold	2,000	–	–	﹤0.01%	433
2014 Q2	$24.9K	Buy	+2,000	New	+$24.7K	0.01%	279

Other funds holding PHD

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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