PA
PHT

Parallel Advisors’s Pioneer High Income Fund PHT Stock Holding History

Parallel 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
2022
Q4 		– Sell
-2,419
Closed -$16K – 3485
2022
Q3 		$16K Hold
2,419
– – ﹤0.01% 1790
2022
Q2 		$17K Hold
2,419
– – ﹤0.01% 1739
2022
Q1 		$19K Hold
2,419
– – ﹤0.01% 1753
2021
Q4 		$23K Hold
2,419
– – ﹤0.01% 1716
2021
Q3 		$24K Buy
2,419
+863
+55% +$8.84K ﹤0.01% 1637
2021
Q2 		$15K Buy
+1,556
New +$15.3K ﹤0.01% 1832

Other funds holding PHT

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

Parallel Advisors's PHT Position: Q4 2022 in Review

Parallel Advisors sold out of Pioneer High Income Fund (PHT) in Q4 2022, closing a stake of 2,419 shares — an estimated $16K sold.

Parallel Advisors first reported a position in PHT in Q2 2021 and held it in 6 quarters. The position peaked at $24K in Q3 2021. 51 funds tracked by Wall St. Rank hold PHT as of Q4 2022.

  • Parallel Advisors reported no remaining Pioneer High Income Fund position as of Q4 2022 after selling out during the quarter.
  • Parallel Advisors sold 2,419 Pioneer High Income Fund shares in Q4 2022, an estimated $16K.
  • Parallel Advisors first reported a position in Pioneer High Income Fund in Q2 2021 and held it in 6 quarters.
  • Parallel Advisors's Pioneer High Income Fund position peaked at $24K in Q3 2021.
  • 51 funds tracked by Wall St. Rank held Pioneer High Income Fund as of Q4 2022.

Based on Parallel Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.