WIM
PHD

Westside Investment Management’s Pioneer Floating Rate Fund PHD Stock Holding History

Westside Investment Management’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
2018
Q4 		– Sell
-1,000
Closed -$11K – 777
2018
Q3 		$11K Hold
1,000
– – ﹤0.01% 477
2018
Q2 		$11.1K Hold
1,000
– – ﹤0.01% 540
2018
Q1 		$11.6K Hold
1,000
– – 0.01% 515
2017
Q4 		$11.5K Hold
1,000
– – 0.01% 538
2017
Q3 		$12K Hold
1,000
– – 0.01% 504
2017
Q2 		$11.9K Buy
+1,000
New +$12.1K 0.01% 494

Other funds holding PHD

RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Westside Investment Management's PHD Position: Q4 2018 in Review

Westside Investment Management sold out of Pioneer Floating Rate Fund (PHD) in Q4 2018, closing a stake of 1,000 shares — an estimated $11K sold.

Westside Investment Management first reported a position in PHD in Q2 2017 and held it in 6 quarters. The position peaked at $12K in Q3 2017. 60 funds tracked by Wall St. Rank hold PHD as of Q4 2018.

  • Westside Investment Management reported no remaining Pioneer Floating Rate Fund position as of Q4 2018 after selling out during the quarter.
  • Westside Investment Management sold 1,000 Pioneer Floating Rate Fund shares in Q4 2018, an estimated $11K.
  • Westside Investment Management first reported a position in Pioneer Floating Rate Fund in Q2 2017 and held it in 6 quarters.
  • Westside Investment Management's Pioneer Floating Rate Fund position peaked at $12K in Q3 2017.
  • 60 funds tracked by Wall St. Rank held Pioneer Floating Rate Fund as of Q4 2018.

Based on Westside Investment Management's 13F filing for Q4 2018, filed 5 Feb 2019.