RA
PHD

Reby Advisors’s Pioneer Floating Rate Fund PHD Stock Holding History

Reby 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
2020
Q4 		$3K Buy
+310
New +$3.22K ﹤0.01% 534

Other funds holding PHD

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Reby Advisors's PHD Position: Q4 2020 in Review

Reby Advisors opened a new position in Pioneer Floating Rate Fund (PHD) in Q4 2020: 310 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #534 among its holdings.

51 funds tracked by Wall St. Rank hold PHD as of Q4 2020.

  • Reby Advisors held 310 shares of Pioneer Floating Rate Fund worth $3K as of Q4 2020.
  • Pioneer Floating Rate Fund was a new Reby Advisors position in Q4 2020.
  • Pioneer Floating Rate Fund made up ﹤0.01% of Reby Advisors's portfolio in Q4 2020, its #534 holding.
  • 51 funds tracked by Wall St. Rank held Pioneer Floating Rate Fund as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.