V Wealth Advisors’s Pioneer Floating Rate Fund PHD Stock Holding History

V Wealth 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
2017 Q3	–	Sell	-1,662	Closed	-$20K	–	567
2017 Q2	$20K	Buy	+1,662	New	+$20.1K	0.01%	457

Other funds holding PHD

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

CFA

Camarda Financial Advisors Fleming Island, Florida $331M AUM 81.85% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

V Wealth Advisors's PHD Position: Q3 2017 in Review

V Wealth Advisors sold out of Pioneer Floating Rate Fund (PHD) in Q3 2017, closing a stake of 1,662 shares — an estimated $20K sold.

V Wealth Advisors first reported a position in PHD in Q2 2017 and held it in 1 quarter. The position peaked at $20K in Q2 2017. 52 funds tracked by Wall St. Rank hold PHD as of Q3 2017.

V Wealth Advisors reported no remaining Pioneer Floating Rate Fund position as of Q3 2017 after selling out during the quarter.
V Wealth Advisors sold 1,662 Pioneer Floating Rate Fund shares in Q3 2017, an estimated $20K.
V Wealth Advisors first reported a position in Pioneer Floating Rate Fund in Q2 2017 and held it in 1 quarter.
V Wealth Advisors's Pioneer Floating Rate Fund position peaked at $20K in Q2 2017.
52 funds tracked by Wall St. Rank held Pioneer Floating Rate Fund as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.