WP
HNW

WealthPLAN Partners’s Pioneer Diversified High Income Fund HNW Stock Holding History

WealthPLAN Partners’s Portfolio HNW Stock Details HNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$40K Hold
2,460
– – 0.01% 373
2016
Q2 		$38.6K Buy
+2,460
New +$38.2K 0.01% 1044

Other funds holding HNW

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

WealthPLAN Partners's HNW Position: Q3 2016 in Review

WealthPLAN Partners held its Pioneer Diversified High Income Fund (HNW) position steady in Q3 2016 at 2,460 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #373.

WealthPLAN Partners first reported a position in HNW in Q2 2016 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold HNW as of Q3 2016.

  • WealthPLAN Partners held 2,460 shares of Pioneer Diversified High Income Fund worth $40K as of Q3 2016.
  • WealthPLAN Partners left its Pioneer Diversified High Income Fund share count unchanged in Q3 2016.
  • Pioneer Diversified High Income Fund made up 0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #373 holding.
  • WealthPLAN Partners first reported a position in Pioneer Diversified High Income Fund in Q2 2016 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held Pioneer Diversified High Income Fund as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.