APP
MHI

Avantax Planning Partners’s Pioneer Municipal High Income Fund MHI Stock Holding History

Avantax Planning Partners’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
2018
Q2 		– Sell
-4,795
Closed -$54K – 970
2018
Q1 		$54K Buy
+4,795
New +$55K ﹤0.01% 517

Other funds holding MHI

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 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
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avantax Planning Partners's MHI Position: Q2 2018 in Review

Avantax Planning Partners sold out of Pioneer Municipal High Income Fund (MHI) in Q2 2018, closing a stake of 4,795 shares — an estimated $54K sold.

Avantax Planning Partners first reported a position in MHI in Q1 2018 and held it in 1 quarter. The position peaked at $54K in Q1 2018. 49 funds tracked by Wall St. Rank hold MHI as of Q2 2018.

  • Avantax Planning Partners reported no remaining Pioneer Municipal High Income Fund position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 4,795 Pioneer Municipal High Income Fund shares in Q2 2018, an estimated $54K.
  • Avantax Planning Partners first reported a position in Pioneer Municipal High Income Fund in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Pioneer Municipal High Income Fund position peaked at $54K in Q1 2018.
  • 49 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.