AWM
MHF

Avior Wealth Management’s Western Asset Municipal High Income Fund MHF Stock Holding History

Avior Wealth Management’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
2020
Q3 		– Sell
-3
Closed – – 988
2020
Q2 		$0 Buy
+3
New +$21 ﹤0.01% 963

Other funds holding MHF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

Avior Wealth Management's MHF Position: Q3 2020 in Review

Avior Wealth Management sold out of Western Asset Municipal High Income Fund (MHF) in Q3 2020, closing a stake of 3 shares.

Avior Wealth Management first reported a position in MHF in Q2 2020 and held it in 1 quarter. The position peaked at $0 in Q2 2020. 41 funds tracked by Wall St. Rank hold MHF as of Q3 2020.

  • Avior Wealth Management reported no remaining Western Asset Municipal High Income Fund position as of Q3 2020 after selling out during the quarter.
  • Avior Wealth Management sold 3 Western Asset Municipal High Income Fund shares in Q3 2020.
  • Avior Wealth Management first reported a position in Western Asset Municipal High Income Fund in Q2 2020 and held it in 1 quarter.
  • Avior Wealth Management's Western Asset Municipal High Income Fund position peaked at $0 in Q2 2020.
  • 41 funds tracked by Wall St. Rank held Western Asset Municipal High Income Fund as of Q3 2020.

Based on Avior Wealth Management's 13F filing for Q3 2020, filed 20 Oct 2020.