SFS
PHD

Sowell Financial Services’s Pioneer Floating Rate Fund PHD Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-7,017
Closed -$79K – 2094
2021
Q1 		$79K Buy
+7,017
New +$76.8K ﹤0.01% 1475

Other funds holding PHD

ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return
GC
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSPW
Lake Street Private Wealth Chicago, Illinois $874M AUM 26.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 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 $617B AUM 30.33% 1-Year Est. Return

Sowell Financial Services's PHD Position: Q2 2021 in Review

Sowell Financial Services sold out of Pioneer Floating Rate Fund (PHD) in Q2 2021, closing a stake of 7,017 shares — an estimated $79K sold.

Sowell Financial Services first reported a position in PHD in Q1 2021 and held it in 1 quarter. The position peaked at $79K in Q1 2021. 39 funds tracked by Wall St. Rank hold PHD as of Q2 2021.

  • Sowell Financial Services reported no remaining Pioneer Floating Rate Fund position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 7,017 Pioneer Floating Rate Fund shares in Q2 2021, an estimated $79K.
  • Sowell Financial Services first reported a position in Pioneer Floating Rate Fund in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Pioneer Floating Rate Fund position peaked at $79K in Q1 2021.
  • 39 funds tracked by Wall St. Rank held Pioneer Floating Rate Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.