RIA
PHT

Realta Investment Advisors’s Pioneer High Income Fund PHT Stock Holding History

Realta Investment 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
2019
Q3 		– Sell
-200
Closed -$2K – 1749
2019
Q2 		$2K Buy
+200
New +$1.83K ﹤0.01% 1575

Other funds holding PHT

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Realta Investment Advisors's PHT Position: Q3 2019 in Review

Realta Investment Advisors sold out of Pioneer High Income Fund (PHT) in Q3 2019, closing a stake of 200 shares — an estimated $2K sold.

Realta Investment Advisors first reported a position in PHT in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 43 funds tracked by Wall St. Rank hold PHT as of Q3 2019.

  • Realta Investment Advisors reported no remaining Pioneer High Income Fund position as of Q3 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 200 Pioneer High Income Fund shares in Q3 2019, an estimated $2K.
  • Realta Investment Advisors first reported a position in Pioneer High Income Fund in Q2 2019 and held it in 1 quarter.
  • Realta Investment Advisors's Pioneer High Income Fund position peaked at $2K in Q2 2019.
  • 43 funds tracked by Wall St. Rank held Pioneer High Income Fund as of Q3 2019.

Based on Realta Investment Advisors's 13F filing for Q3 2019, filed 18 Oct 2019.