MGIA
PHD

Moneta Group Investment Advisors’s Pioneer Floating Rate Fund PHD Stock Holding History

Moneta Group Investment Advisors’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
Q2 		– Sell
-428
Closed -$5K – 574
2018
Q1 		$5K Buy
+428
New +$4.92K ﹤0.01% 514

Other funds holding PHD

RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Moneta Group Investment Advisors's PHD Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of Pioneer Floating Rate Fund (PHD) in Q2 2018, closing a stake of 428 shares — an estimated $5K sold.

Moneta Group Investment Advisors first reported a position in PHD in Q1 2018 and held it in 1 quarter. The position peaked at $5K in Q1 2018. 61 funds tracked by Wall St. Rank hold PHD as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining Pioneer Floating Rate Fund position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 428 Pioneer Floating Rate Fund shares in Q2 2018, an estimated $5K.
  • Moneta Group Investment Advisors first reported a position in Pioneer Floating Rate Fund in Q1 2018 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Pioneer Floating Rate Fund position peaked at $5K in Q1 2018.
  • 61 funds tracked by Wall St. Rank held Pioneer Floating Rate Fund as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.