SCM
HNW

Shelton Capital Management’s Pioneer Diversified High Income Fund HNW Stock Holding History

Shelton Capital Management’s Portfolio HNW Stock Details HNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-292,602
Closed -$3.95M – 767
2020
Q3 		$3.95M Buy
+292,602
New +$3.79M 0.16% 143

Other funds holding HNW

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Shelton Capital Management's HNW Position: Q4 2020 in Review

Shelton Capital Management sold out of Pioneer Diversified High Income Fund (HNW) in Q4 2020, closing a stake of 292,602 shares — an estimated $3.95M sold.

Shelton Capital Management first reported a position in HNW in Q3 2020 and held it in 1 quarter. The position peaked at $3.95M in Q3 2020. 31 funds tracked by Wall St. Rank hold HNW as of Q4 2020.

  • Shelton Capital Management reported no remaining Pioneer Diversified High Income Fund position as of Q4 2020 after selling out during the quarter.
  • Shelton Capital Management sold 292,602 Pioneer Diversified High Income Fund shares in Q4 2020, an estimated $3.95M.
  • Shelton Capital Management first reported a position in Pioneer Diversified High Income Fund in Q3 2020 and held it in 1 quarter.
  • Shelton Capital Management's Pioneer Diversified High Income Fund position peaked at $3.95M in Q3 2020.
  • 31 funds tracked by Wall St. Rank held Pioneer Diversified High Income Fund as of Q4 2020.

Based on Shelton Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.