ACS
MHF

Archford Capital Strategies’s Western Asset Municipal High Income Fund MHF Stock Holding History

Archford Capital Strategies’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
2017
Q2 		– Sell
-656
Closed -$10K – 454
2017
Q1 		$10K Hold
656
– – ﹤0.01% 427
2016
Q4 		$9K Buy
+656
New +$4.85K ﹤0.01% 379

Other funds holding MHF

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BAS
Brown Advisory Securities Baltimore, Maryland $27.3M AUM 10.67% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Archford Capital Strategies's MHF Position: Q2 2017 in Review

Archford Capital Strategies sold out of Western Asset Municipal High Income Fund (MHF) in Q2 2017, closing a stake of 656 shares — an estimated $10K sold.

Archford Capital Strategies first reported a position in MHF in Q4 2016 and held it in 2 quarters. The position peaked at $10K in Q1 2017. 36 funds tracked by Wall St. Rank hold MHF as of Q2 2017.

  • Archford Capital Strategies reported no remaining Western Asset Municipal High Income Fund position as of Q2 2017 after selling out during the quarter.
  • Archford Capital Strategies sold 656 Western Asset Municipal High Income Fund shares in Q2 2017, an estimated $10K.
  • Archford Capital Strategies first reported a position in Western Asset Municipal High Income Fund in Q4 2016 and held it in 2 quarters.
  • Archford Capital Strategies's Western Asset Municipal High Income Fund position peaked at $10K in Q1 2017.
  • 36 funds tracked by Wall St. Rank held Western Asset Municipal High Income Fund as of Q2 2017.

Based on Archford Capital Strategies's 13F filing for Q2 2017, filed 18 Aug 2017.