BRWA
MHF

B. Riley Wealth Advisors’s Western Asset Municipal High Income Fund MHF Stock Holding History

B. Riley 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
2018
Q3 		– Sell
-21,245
Closed -$154K – 738
2018
Q2 		$154K Hold
21,245
– – 0.02% 622
2018
Q1 		$153K Hold
21,245
– – 0.02% 614
2017
Q4 		$157K Hold
21,245
– – 0.02% 594
2017
Q3 		$165K Buy
+21,245
New +$161K 0.03% 506

Other funds holding MHF

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

B. Riley Wealth Advisors's MHF Position: Q3 2018 in Review

B. Riley Wealth Advisors sold out of Western Asset Municipal High Income Fund (MHF) in Q3 2018, closing a stake of 21,245 shares — an estimated $154K sold.

B. Riley Wealth Advisors first reported a position in MHF in Q3 2017 and held it in 4 quarters. The position peaked at $165K in Q3 2017. 41 funds tracked by Wall St. Rank hold MHF as of Q3 2018.

  • B. Riley Wealth Advisors reported no remaining Western Asset Municipal High Income Fund position as of Q3 2018 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 21,245 Western Asset Municipal High Income Fund shares in Q3 2018, an estimated $154K.
  • B. Riley Wealth Advisors first reported a position in Western Asset Municipal High Income Fund in Q3 2017 and held it in 4 quarters.
  • B. Riley Wealth Advisors's Western Asset Municipal High Income Fund position peaked at $165K in Q3 2017.
  • 41 funds tracked by Wall St. Rank held Western Asset Municipal High Income Fund as of Q3 2018.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.