WP
PHD

WealthPLAN Partners’s Pioneer Floating Rate Fund PHD Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$17.8K Hold
1,525
– – 0.01% 503
2016
Q2 		$17.2K Buy
+1,525
New +$17K ﹤0.01% 1487
2015
Q4 		$8.68K Buy
+800
New +$8.7K ﹤0.01% 1196

Other funds holding PHD

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $331M AUM 81.85% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.18B AUM 22.58% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

WealthPLAN Partners's PHD Position: Q3 2016 in Review

WealthPLAN Partners held its Pioneer Floating Rate Fund (PHD) position steady in Q3 2016 at 1,525 shares worth $17.8K. The position accounts for 0.01% of the portfolio, ranked #503.

WealthPLAN Partners first reported a position in PHD in Q4 2015 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold PHD as of Q3 2016.

  • WealthPLAN Partners held 1,525 shares of Pioneer Floating Rate Fund worth $17.8K as of Q3 2016.
  • WealthPLAN Partners left its Pioneer Floating Rate Fund share count unchanged in Q3 2016.
  • Pioneer Floating Rate Fund made up 0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #503 holding.
  • WealthPLAN Partners first reported a position in Pioneer Floating Rate Fund in Q4 2015 and has held it in 3 quarters since.
  • 51 funds tracked by Wall St. Rank held Pioneer Floating Rate Fund as of Q3 2016.

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