AFWA
MHF

Ancora Family Wealth Advisors’s Western Asset Municipal High Income Fund MHF Stock Holding History

Ancora Family Wealth Advisors’s Portfolio MHF Stock Details MHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$126K Hold
15,864
– – 0.04% 211
2016
Q2 		$131K Hold
15,864
– – 0.05% 185
2016
Q1 		$129K Hold
15,864
– – 0.05% 175
2015
Q4 		$124K Hold
15,864
– – 0.05% 178
2015
Q3 		$115K Buy
+15,864
New +$114K 0.05% 193

Other funds holding MHF

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAS
Brown Advisory Securities Baltimore, Maryland $27.3M AUM 10.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ancora Family Wealth Advisors's MHF Position: Q3 2016 in Review

Ancora Family Wealth Advisors held its Western Asset Municipal High Income Fund (MHF) position steady in Q3 2016 at 15,864 shares worth $126K. The position accounts for 0.04% of the portfolio, ranked #211.

Ancora Family Wealth Advisors first reported a position in MHF in Q3 2015 and has held it in 5 quarters since. The position peaked at $131K in Q2 2016. 35 funds tracked by Wall St. Rank hold MHF as of Q3 2016.

  • Ancora Family Wealth Advisors held 15,864 shares of Western Asset Municipal High Income Fund worth $126K as of Q3 2016.
  • Ancora Family Wealth Advisors left its Western Asset Municipal High Income Fund share count unchanged in Q3 2016.
  • Western Asset Municipal High Income Fund made up 0.04% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #211 holding.
  • Ancora Family Wealth Advisors first reported a position in Western Asset Municipal High Income Fund in Q3 2015 and has held it in 5 quarters since.
  • Ancora Family Wealth Advisors's Western Asset Municipal High Income Fund position peaked at $131K in Q2 2016.
  • 35 funds tracked by Wall St. Rank held Western Asset Municipal High Income Fund as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.