OneDigital Investment Advisors’s Pioneer High Income Fund PHT Stock Holding History

OneDigital Investment Advisors’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
2019 Q3	–	Sell	-1,593	Closed	-$14K	–	996
2019 Q2	$14K	Buy	1,593 +35	+2%	+$321	﹤0.01%	881
2019 Q1	$14K	Buy	1,558 +23	+1%	+$200	﹤0.01%	809
2018 Q4	$12K	Buy	+1,535	New	+$13.2K	﹤0.01%	819
2018 Q3	–	Sell	-1,458	Closed	-$14K	–	1153
2018 Q2	$14K	Buy	1,458 +30	+2%	+$283	﹤0.01%	950
2018 Q1	$13K	Buy	1,428 +19	+1%	+$182	﹤0.01%	967
2017 Q4	$14K	Buy	1,409 +9	+0.6%	+$89	﹤0.01%	909
2017 Q3	$14K	Hold	1,400	–	–	0.01%	754
2017 Q2	$14K	Buy	+1,400	New	+$13.9K	﹤0.01%	864

Other funds holding PHT

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

OneDigital Investment Advisors's PHT Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Pioneer High Income Fund (PHT) in Q3 2019, closing a stake of 1,593 shares — an estimated $14K sold.

OneDigital Investment Advisors first reported a position in PHT in Q2 2017 and held it in 8 quarters. The position peaked at $14K in Q2 2019. 43 funds tracked by Wall St. Rank hold PHT as of Q3 2019.

OneDigital Investment Advisors reported no remaining Pioneer High Income Fund position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 1,593 Pioneer High Income Fund shares in Q3 2019, an estimated $14K.
OneDigital Investment Advisors first reported a position in Pioneer High Income Fund in Q2 2017 and held it in 8 quarters.
OneDigital Investment Advisors's Pioneer High Income Fund position peaked at $14K in Q2 2019.
43 funds tracked by Wall St. Rank held Pioneer High Income Fund as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.