MPWT
PHT

MassMutual Private Wealth & Trust’s Pioneer High Income Fund PHT Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio PHT Stock Details PHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,645
Closed -$13K – 926
2020
Q3 		$13K Buy
+1,645
New +$13K ﹤0.01% 551

Other funds holding PHT

Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MassMutual Private Wealth & Trust's PHT Position: Q4 2020 in Review

MassMutual Private Wealth & Trust sold out of Pioneer High Income Fund (PHT) in Q4 2020, closing a stake of 1,645 shares — an estimated $13K sold.

MassMutual Private Wealth & Trust first reported a position in PHT in Q3 2020 and held it in 1 quarter. The position peaked at $13K in Q3 2020. 44 funds tracked by Wall St. Rank hold PHT as of Q4 2020.

  • MassMutual Private Wealth & Trust reported no remaining Pioneer High Income Fund position as of Q4 2020 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 1,645 Pioneer High Income Fund shares in Q4 2020, an estimated $13K.
  • MassMutual Private Wealth & Trust first reported a position in Pioneer High Income Fund in Q3 2020 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Pioneer High Income Fund position peaked at $13K in Q3 2020.
  • 44 funds tracked by Wall St. Rank held Pioneer High Income Fund as of Q4 2020.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2020, filed 16 Feb 2021.