WAP
PHT

Wealthcare Advisory Partners’s Pioneer High Income Fund PHT Stock Holding History

Wealthcare Advisory Partners’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
2021
Q2 		– Sell
-2,400
Closed -$22K – 1486
2021
Q1 		$22K Buy
+2,400
New +$22.1K ﹤0.01% 1176
2020
Q2 		– Sell
-2,400
Closed -$15K – 1071
2020
Q1 		$15K Buy
+2,400
New +$21.1K ﹤0.01% 805

Other funds holding PHT

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FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wealthcare Advisory Partners's PHT Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Pioneer High Income Fund (PHT) in Q2 2021, closing a stake of 2,400 shares — an estimated $22K sold.

Wealthcare Advisory Partners first reported a position in PHT in Q1 2020 and held it in 2 quarters. The position peaked at $22K in Q1 2021. 45 funds tracked by Wall St. Rank hold PHT as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Pioneer High Income Fund position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 2,400 Pioneer High Income Fund shares in Q2 2021, an estimated $22K.
  • Wealthcare Advisory Partners first reported a position in Pioneer High Income Fund in Q1 2020 and held it in 2 quarters.
  • Wealthcare Advisory Partners's Pioneer High Income Fund position peaked at $22K in Q1 2021.
  • 45 funds tracked by Wall St. Rank held Pioneer High Income Fund as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.