UCFA
PHT

United Capital Financial Advisors’s Pioneer High Income Fund PHT Stock Holding History

United Capital Financial Advisors’s Portfolio PHT Stock Details PHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-10,497
Closed -$74K – 1138
2022
Q2 		$74K Buy
+10,497
New +$78.2K ﹤0.01% 1099

Other funds holding PHT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

United Capital Financial Advisors's PHT Position: Q3 2022 in Review

United Capital Financial Advisors sold out of Pioneer High Income Fund (PHT) in Q3 2022, closing a stake of 10,497 shares — an estimated $74K sold.

United Capital Financial Advisors first reported a position in PHT in Q2 2022 and held it in 1 quarter. The position peaked at $74K in Q2 2022. 50 funds tracked by Wall St. Rank hold PHT as of Q3 2022.

  • United Capital Financial Advisors reported no remaining Pioneer High Income Fund position as of Q3 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 10,497 Pioneer High Income Fund shares in Q3 2022, an estimated $74K.
  • United Capital Financial Advisors first reported a position in Pioneer High Income Fund in Q2 2022 and held it in 1 quarter.
  • United Capital Financial Advisors's Pioneer High Income Fund position peaked at $74K in Q2 2022.
  • 50 funds tracked by Wall St. Rank held Pioneer High Income Fund as of Q3 2022.

Based on United Capital Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.