SIAG
PHD

Safeguard Investment Advisory Group’s Pioneer Floating Rate Fund PHD Stock Holding History

Safeguard Investment Advisory Group’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
2021
Q1 		– Sell
-607
Closed -$6K – 524
2020
Q4 		$6K Buy
+607
New +$6.31K 0.01% 503

Other funds holding PHD

ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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
LSPW
Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Safeguard Investment Advisory Group's PHD Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Pioneer Floating Rate Fund (PHD) in Q1 2021, closing a stake of 607 shares — an estimated $6K sold.

Safeguard Investment Advisory Group first reported a position in PHD in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 42 funds tracked by Wall St. Rank hold PHD as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Pioneer Floating Rate Fund position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 607 Pioneer Floating Rate Fund shares in Q1 2021, an estimated $6K.
  • Safeguard Investment Advisory Group first reported a position in Pioneer Floating Rate Fund in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Pioneer Floating Rate Fund position peaked at $6K in Q4 2020.
  • 42 funds tracked by Wall St. Rank held Pioneer Floating Rate Fund as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.