RIA
PHT

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

Regal 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
2015
Q4 		– Sell
-472
Closed -$4K – 713
2015
Q3 		$4K Hold
472
– – ﹤0.01% 841
2015
Q2 		$5K Hold
472
– – ﹤0.01% 749
2015
Q1 		$6K Hold
472
– – ﹤0.01% 786
2014
Q4 		$8K Buy
+472
New +$8.18K ﹤0.01% 671
2013
Q3 		– Sell
-350
Closed -$6K – 919
2013
Q2 		$6K Buy
+350
New +$6.06K ﹤0.01% 675

Other funds holding PHT

Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
MSI Financial Services
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cetera Advisor Networks
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Regal Investment Advisors's PHT Position: Q4 2015 in Review

Regal Investment Advisors sold out of Pioneer High Income Fund (PHT) in Q4 2015, closing a stake of 472 shares — an estimated $4K sold.

Regal Investment Advisors first reported a position in PHT in Q2 2013 and held it in 5 quarters. The position peaked at $8K in Q4 2014. 43 funds tracked by Wall St. Rank hold PHT as of Q4 2015.

  • Regal Investment Advisors reported no remaining Pioneer High Income Fund position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 472 Pioneer High Income Fund shares in Q4 2015, an estimated $4K.
  • Regal Investment Advisors first reported a position in Pioneer High Income Fund in Q2 2013 and held it in 5 quarters.
  • Regal Investment Advisors's Pioneer High Income Fund position peaked at $8K in Q4 2014.
  • 43 funds tracked by Wall St. Rank held Pioneer High Income Fund as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.