WP
PHT

WealthShield Partners’s Pioneer High Income Fund PHT Stock Holding History

WealthShield 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
Q3 		– Sell
-1,072
Closed -$10K – 589
2021
Q2 		$10K Hold
1,072
– – ﹤0.01% 760
2021
Q1 		$10K Buy
+1,072
New +$9.87K ﹤0.01% 804

Other funds holding PHT

UBS Group
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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
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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WealthShield Partners's PHT Position: Q3 2021 in Review

WealthShield Partners sold out of Pioneer High Income Fund (PHT) in Q3 2021, closing a stake of 1,072 shares — an estimated $10K sold.

WealthShield Partners first reported a position in PHT in Q1 2021 and held it in 2 quarters. The position peaked at $10K in Q2 2021. 39 funds tracked by Wall St. Rank hold PHT as of Q3 2021.

  • WealthShield Partners reported no remaining Pioneer High Income Fund position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 1,072 Pioneer High Income Fund shares in Q3 2021, an estimated $10K.
  • WealthShield Partners first reported a position in Pioneer High Income Fund in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Pioneer High Income Fund position peaked at $10K in Q2 2021.
  • 39 funds tracked by Wall St. Rank held Pioneer High Income Fund as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.