Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
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
–
2096
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
Guggenheim Capital
Chicago, Illinois
$12.6B AUM
27.3%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
LSPW
Lake Street Private Wealth
Chicago, Illinois
$785M AUM
21.47%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
CCFM
Clear Creek Financial Management
Silverdale, Washington
$1.3B AUM
20.31%
1-Year Est. Return
FHA
Flagship Harbor Advisors
Boston, Massachusetts
$2.27B AUM
18.34%
1-Year Est. Return
TFS
TrustCore Financial Services
Brentwood, Tennessee
$1.14B AUM
13.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close