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

Peachtree 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
2015 Q4	–	Sell	-21,000	Closed	-$238K	–	100
2015 Q3	$238K	Hold	21,000	–	–	0.25%	93
2015 Q2	$239K	Hold	21,000	–	–	0.18%	110
2015 Q1	$244K	Hold	21,000	–	–	0.17%	115
2014 Q4	$239K	Buy	21,000 +6,000	+40%	+$68.6K	0.16%	132
2014 Q3	$176K	Buy	+15,000	New	+$183K	0.12%	139

Other funds holding PHD

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

FIMG

Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

BCC

Bain Capital Credit Boston, Massachusetts $303M AUM 15.47% 1-Year Est. Return

ZIG

Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

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

Peachtree Investment Advisors's PHD Position: Q4 2015 in Review

Peachtree Investment Advisors sold out of Pioneer Floating Rate Fund (PHD) in Q4 2015, closing a stake of 21,000 shares — an estimated $238K sold.

Peachtree Investment Advisors first reported a position in PHD in Q3 2014 and held it in 5 quarters. The position peaked at $244K in Q1 2015. 64 funds tracked by Wall St. Rank hold PHD as of Q4 2015.

Peachtree Investment Advisors reported no remaining Pioneer Floating Rate Fund position as of Q4 2015 after selling out during the quarter.
Peachtree Investment Advisors sold 21,000 Pioneer Floating Rate Fund shares in Q4 2015, an estimated $238K.
Peachtree Investment Advisors first reported a position in Pioneer Floating Rate Fund in Q3 2014 and held it in 5 quarters.
Peachtree Investment Advisors's Pioneer Floating Rate Fund position peaked at $244K in Q1 2015.
64 funds tracked by Wall St. Rank held Pioneer Floating Rate Fund as of Q4 2015.

Based on Peachtree Investment Advisors's 13F filing for Q4 2015, filed 14 Jan 2016.