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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-21,122
Closed -$239K – 1267
2015
Q3 		$239K Buy
+21,122
New +$242K ﹤0.01% 1116

Other funds holding PHD

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
BCC
Bain Capital Credit Boston, Massachusetts $303M AUM 15.47% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

United Capital Financial Advisors's PHD Position: Q4 2015 in Review

United Capital Financial Advisors sold out of Pioneer Floating Rate Fund (PHD) in Q4 2015, closing a stake of 21,122 shares — an estimated $239K sold.

United Capital Financial Advisors first reported a position in PHD in Q3 2015 and held it in 1 quarter. The position peaked at $239K in Q3 2015. 64 funds tracked by Wall St. Rank hold PHD as of Q4 2015.

  • United Capital Financial Advisors reported no remaining Pioneer Floating Rate Fund position as of Q4 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 21,122 Pioneer Floating Rate Fund shares in Q4 2015, an estimated $239K.
  • United Capital Financial Advisors first reported a position in Pioneer Floating Rate Fund in Q3 2015 and held it in 1 quarter.
  • United Capital Financial Advisors's Pioneer Floating Rate Fund position peaked at $239K in Q3 2015.
  • 64 funds tracked by Wall St. Rank held Pioneer Floating Rate Fund as of Q4 2015.

Based on United Capital Financial Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.