AW
MHI

Atlas Wealth’s Pioneer Municipal High Income Fund MHI Stock Holding History

Atlas Wealth’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
2024
Q3 		– Sell
-363,910
Closed -$3.32M – 125
2024
Q2 		$3.32M Buy
+363,910
New +$3.21M 0.39% 56
2023
Q4 		– Sell
-14,476
Closed -$105K – 116
2023
Q3 		$105K Buy
+14,476
New +$119K 0.02% 189

Other funds holding MHI

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atlas Wealth's MHI Position: Q3 2024 in Review

Atlas Wealth sold out of Pioneer Municipal High Income Fund (MHI) in Q3 2024, closing a stake of 363,910 shares — an estimated $3.32M sold.

Atlas Wealth first reported a position in MHI in Q3 2023 and held it in 2 quarters. The position peaked at $3.32M in Q2 2024. 48 funds tracked by Wall St. Rank hold MHI as of Q3 2024.

  • Atlas Wealth reported no remaining Pioneer Municipal High Income Fund position as of Q3 2024 after selling out during the quarter.
  • Atlas Wealth sold 363,910 Pioneer Municipal High Income Fund shares in Q3 2024, an estimated $3.32M.
  • Atlas Wealth first reported a position in Pioneer Municipal High Income Fund in Q3 2023 and held it in 2 quarters.
  • Atlas Wealth's Pioneer Municipal High Income Fund position peaked at $3.32M in Q2 2024.
  • 48 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q3 2024.

Based on Atlas Wealth's 13F filing for Q3 2024, filed 14 Nov 2024.