PMFA
HNW

Plante Moran Financial Advisors’s Pioneer Diversified High Income Fund HNW Stock Holding History

Plante Moran Financial Advisors’s Portfolio HNW Stock Details HNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,400
Closed -$28K – 822
2014
Q3 		$28K Hold
1,400
– – 0.02% 353
2014
Q2 		$30K Buy
+1,400
New +$29.1K 0.03% 309

Other funds holding HNW

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Plante Moran Financial Advisors's HNW Position: Q4 2014 in Review

Plante Moran Financial Advisors sold out of Pioneer Diversified High Income Fund (HNW) in Q4 2014, closing a stake of 1,400 shares — an estimated $28K sold.

Plante Moran Financial Advisors first reported a position in HNW in Q2 2014 and held it in 2 quarters. The position peaked at $30K in Q2 2014. 35 funds tracked by Wall St. Rank hold HNW as of Q4 2014.

  • Plante Moran Financial Advisors reported no remaining Pioneer Diversified High Income Fund position as of Q4 2014 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,400 Pioneer Diversified High Income Fund shares in Q4 2014, an estimated $28K.
  • Plante Moran Financial Advisors first reported a position in Pioneer Diversified High Income Fund in Q2 2014 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Pioneer Diversified High Income Fund position peaked at $30K in Q2 2014.
  • 35 funds tracked by Wall St. Rank held Pioneer Diversified High Income Fund as of Q4 2014.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2014, filed 27 Jan 2015.