PMFA
PHT

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

Plante Moran Financial 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
2020
Q1 		– Sell
-1,100
Closed -$10K – 808
2019
Q4 		$10K Hold
1,100
– – ﹤0.01% 548
2019
Q3 		$10K Hold
1,100
– – ﹤0.01% 595
2019
Q2 		$10K Buy
+1,100
New +$10.1K ﹤0.01% 569

Other funds holding PHT

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Plante Moran Financial Advisors's PHT Position: Q1 2020 in Review

Plante Moran Financial Advisors sold out of Pioneer High Income Fund (PHT) in Q1 2020, closing a stake of 1,100 shares — an estimated $10K sold.

Plante Moran Financial Advisors first reported a position in PHT in Q2 2019 and held it in 3 quarters. The position peaked at $10K in Q4 2019. 50 funds tracked by Wall St. Rank hold PHT as of Q1 2020.

  • Plante Moran Financial Advisors reported no remaining Pioneer High Income Fund position as of Q1 2020 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,100 Pioneer High Income Fund shares in Q1 2020, an estimated $10K.
  • Plante Moran Financial Advisors first reported a position in Pioneer High Income Fund in Q2 2019 and held it in 3 quarters.
  • Plante Moran Financial Advisors's Pioneer High Income Fund position peaked at $10K in Q4 2019.
  • 50 funds tracked by Wall St. Rank held Pioneer High Income Fund as of Q1 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2020, filed 7 May 2020.