BRWM
MHF

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

B. Riley 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
Q4 		– Sell
-24,000
Closed -$179K – 434
2020
Q3 		$179K Buy
+24,000
New +$177K 0.02% 366
2020
Q2 		– Sell
-24,000
Closed -$170K – 508
2020
Q1 		$170K Buy
+24,000
New +$181K 0.02% 450

Other funds holding MHF

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

B. Riley Wealth Management's MHF Position: Q4 2020 in Review

B. Riley Wealth Management sold out of Western Asset Municipal High Income Fund (MHF) in Q4 2020, closing a stake of 24,000 shares — an estimated $179K sold.

B. Riley Wealth Management first reported a position in MHF in Q1 2020 and held it in 2 quarters. The position peaked at $179K in Q3 2020. 44 funds tracked by Wall St. Rank hold MHF as of Q4 2020.

  • B. Riley Wealth Management reported no remaining Western Asset Municipal High Income Fund position as of Q4 2020 after selling out during the quarter.
  • B. Riley Wealth Management sold 24,000 Western Asset Municipal High Income Fund shares in Q4 2020, an estimated $179K.
  • B. Riley Wealth Management first reported a position in Western Asset Municipal High Income Fund in Q1 2020 and held it in 2 quarters.
  • B. Riley Wealth Management's Western Asset Municipal High Income Fund position peaked at $179K in Q3 2020.
  • 44 funds tracked by Wall St. Rank held Western Asset Municipal High Income Fund as of Q4 2020.

Based on B. Riley Wealth Management's 13F filing for Q4 2020, filed 11 Feb 2021.