MCIA
ISD

Mountain Capital Investment Advisors’s PGIM High Yield Bond Fund ISD Stock Holding History

Mountain Capital Investment Advisors’s Portfolio ISD Stock Details ISD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,285
Closed -$20K – 525
2017
Q2 		$20K Buy
+1,285
New +$19.8K 0.02% 208

Other funds holding ISD

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Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mountain Capital Investment Advisors's ISD Position: Q3 2017 in Review

Mountain Capital Investment Advisors sold out of PGIM High Yield Bond Fund (ISD) in Q3 2017, closing a stake of 1,285 shares — an estimated $20K sold.

Mountain Capital Investment Advisors first reported a position in ISD in Q2 2017 and held it in 1 quarter. The position peaked at $20K in Q2 2017. 61 funds tracked by Wall St. Rank hold ISD as of Q3 2017.

  • Mountain Capital Investment Advisors reported no remaining PGIM High Yield Bond Fund position as of Q3 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 1,285 PGIM High Yield Bond Fund shares in Q3 2017, an estimated $20K.
  • Mountain Capital Investment Advisors first reported a position in PGIM High Yield Bond Fund in Q2 2017 and held it in 1 quarter.
  • Mountain Capital Investment Advisors's PGIM High Yield Bond Fund position peaked at $20K in Q2 2017.
  • 61 funds tracked by Wall St. Rank held PGIM High Yield Bond Fund as of Q3 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q3 2017, filed 1 Nov 2017.