OIA
PHD

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

Optimum 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
Q4 		– Sell
-400
Closed -$4K – 1011
2018
Q3 		$4K Hold
400
– – ﹤0.01% 939
2018
Q2 		$4K Hold
400
– – ﹤0.01% 954
2018
Q1 		$5K Buy
+400
New +$4.6K ﹤0.01% 901

Other funds holding PHD

RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Optimum Investment Advisors's PHD Position: Q4 2018 in Review

Optimum Investment Advisors sold out of Pioneer Floating Rate Fund (PHD) in Q4 2018, closing a stake of 400 shares — an estimated $4K sold.

Optimum Investment Advisors first reported a position in PHD in Q1 2018 and held it in 3 quarters. The position peaked at $5K in Q1 2018. 60 funds tracked by Wall St. Rank hold PHD as of Q4 2018.

  • Optimum Investment Advisors reported no remaining Pioneer Floating Rate Fund position as of Q4 2018 after selling out during the quarter.
  • Optimum Investment Advisors sold 400 Pioneer Floating Rate Fund shares in Q4 2018, an estimated $4K.
  • Optimum Investment Advisors first reported a position in Pioneer Floating Rate Fund in Q1 2018 and held it in 3 quarters.
  • Optimum Investment Advisors's Pioneer Floating Rate Fund position peaked at $5K in Q1 2018.
  • 60 funds tracked by Wall St. Rank held Pioneer Floating Rate Fund as of Q4 2018.

Based on Optimum Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.