AG
MHI

Advisor Group’s Pioneer Municipal High Income Fund MHI Stock Holding History

Advisor Group’s Portfolio MHI Stock Details MHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$234K Buy
19,361
+3,006
+18% +$36.5K ﹤0.01% 2266
2019
Q3 		$204K Buy
16,355
+1,905
+13% +$23.7K ﹤0.01% 2316
2019
Q2 		$176K Sell
14,450
-3,195
-18% -$38.5K ﹤0.01% 2407
2019
Q1 		$211K Sell
17,645
-1,179
-6% -$13.5K ﹤0.01% 2246
2018
Q4 		$207K Buy
18,824
+7
+0% +$76 ﹤0.01% 2064
2018
Q3 		$209K Sell
18,817
-922
-5% -$10.6K ﹤0.01% 2130
2018
Q2 		$225K Hold
19,739
– – ﹤0.01% 1884
2018
Q1 		$222K Buy
19,739
+2,600
+15% +$29.8K ﹤0.01% 1898
2017
Q4 		$203K Buy
17,139
+14,600
+575% +$173K ﹤0.01% 1995
2017
Q3 		$31K Buy
2,539
+435
+21% +$5.26K ﹤0.01% 3285
2017
Q2 		$25K Hold
2,104
– – ﹤0.01% 3355
2017
Q1 		$24K Hold
2,104
– – ﹤0.01% 3254
2016
Q4 		$25K Hold
2,104
– – ﹤0.01% 3089
2016
Q3 		$28K Hold
2,104
– – ﹤0.01% 2932
2016
Q2 		$30K Buy
+2,104
New +$29.8K ﹤0.01% 2784

Other funds holding MHI

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advisor Group's MHI Position: Q4 2019 in Review

Advisor Group increased its Pioneer Municipal High Income Fund (MHI) stake by 18% in Q4 2019, buying an estimated $36.5K and bringing the position to 19,361 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #2266.

Advisor Group first reported a position in MHI in Q2 2016 and has held it in 15 quarters since. 55 funds tracked by Wall St. Rank hold MHI as of Q4 2019.

  • Advisor Group held 19,361 shares of Pioneer Municipal High Income Fund worth $234K as of Q4 2019.
  • Advisor Group bought 3,006 Pioneer Municipal High Income Fund shares in Q4 2019, an estimated $36.5K.
  • Pioneer Municipal High Income Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2266 holding.
  • Advisor Group first reported a position in Pioneer Municipal High Income Fund in Q2 2016 and has held it in 15 quarters since.
  • 55 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.