SWM
PHT

SeaCrest Wealth Management’s Pioneer High Income Fund PHT Stock Holding History

SeaCrest Wealth Management’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
2022
Q3 		– Sell
-5,413
Closed -$38K – 1254
2022
Q2 		$38K Buy
+5,413
New +$40.3K ﹤0.01% 1234

Other funds holding PHT

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

SeaCrest Wealth Management's PHT Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Pioneer High Income Fund (PHT) in Q3 2022, closing a stake of 5,413 shares — an estimated $38K sold.

SeaCrest Wealth Management first reported a position in PHT in Q2 2022 and held it in 1 quarter. The position peaked at $38K in Q2 2022. 50 funds tracked by Wall St. Rank hold PHT as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining Pioneer High Income Fund position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 5,413 Pioneer High Income Fund shares in Q3 2022, an estimated $38K.
  • SeaCrest Wealth Management first reported a position in Pioneer High Income Fund in Q2 2022 and held it in 1 quarter.
  • SeaCrest Wealth Management's Pioneer High Income Fund position peaked at $38K in Q2 2022.
  • 50 funds tracked by Wall St. Rank held Pioneer High Income Fund as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.