TCWM
PHD

Total Clarity Wealth Management’s Pioneer Floating Rate Fund PHD Stock Holding History

Total Clarity Wealth Management’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
2020
Q1 		– Sell
-600
Closed -$7K – 475
2019
Q4 		$7K Buy
+600
New +$6.34K 0.01% 546

Other funds holding PHD

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Total Clarity Wealth Management's PHD Position: Q1 2020 in Review

Total Clarity Wealth Management sold out of Pioneer Floating Rate Fund (PHD) in Q1 2020, closing a stake of 600 shares — an estimated $7K sold.

Total Clarity Wealth Management first reported a position in PHD in Q4 2019 and held it in 1 quarter. The position peaked at $7K in Q4 2019. 60 funds tracked by Wall St. Rank hold PHD as of Q1 2020.

  • Total Clarity Wealth Management reported no remaining Pioneer Floating Rate Fund position as of Q1 2020 after selling out during the quarter.
  • Total Clarity Wealth Management sold 600 Pioneer Floating Rate Fund shares in Q1 2020, an estimated $7K.
  • Total Clarity Wealth Management first reported a position in Pioneer Floating Rate Fund in Q4 2019 and held it in 1 quarter.
  • Total Clarity Wealth Management's Pioneer Floating Rate Fund position peaked at $7K in Q4 2019.
  • 60 funds tracked by Wall St. Rank held Pioneer Floating Rate Fund as of Q1 2020.

Based on Total Clarity Wealth Management's 13F filing for Q1 2020, filed 24 Apr 2020.