UCFA
PHD

United Capital Financial Advisors’s Pioneer Floating Rate Fund PHD Stock Holding History

United Capital Financial Advisors’s Portfolio PHD Stock Details PHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-21,122
Closed -$239K – 1267
2015
Q3 		$239K Buy
+21,122
New +$239K ﹤0.01% 1116