Bar Harbor Wealth Management’s Pioneer Municipal High Income Fund MHI Stock Holding History

Bar Harbor Wealth Management’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
2021 Q4	–	Sell	-12,950	Closed	-$157K	–	248
2021 Q3	$157K	Hold	12,950	–	–	0.01%	242
2021 Q2	$168K	Hold	12,950	–	–	0.02%	245
2021 Q1	$160K	Hold	12,950	–	–	0.02%	243
2020 Q4	$161K	Hold	12,950	–	–	0.02%	237
2020 Q3	$150K	Hold	12,950	–	–	0.02%	228
2020 Q2	$146K	Hold	12,950	–	–	0.02%	226
2020 Q1	$147K	Hold	12,950	–	–	0.02%	232
2019 Q4	$156K	Hold	12,950	–	–	0.02%	285
2019 Q3	$161K	Hold	12,950	–	–	0.02%	299
2019 Q2	$158K	Hold	12,950	–	–	0.02%	306
2019 Q1	$155K	Hold	12,950	–	–	0.02%	289
2018 Q4	$142K	Hold	12,950	–	–	0.02%	275
2018 Q3	$144K	Hold	12,950	–	–	0.02%	307
2018 Q2	$148K	Hold	12,950	–	–	0.02%	311
2018 Q1	$146K	Hold	12,950	–	–	0.02%	301
2017 Q4	$153K	Buy	+12,950	New	+$154K	0.02%	307

Other funds holding MHI

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Bar Harbor Wealth Management's MHI Position: Q4 2021 in Review

Bar Harbor Wealth Management sold out of Pioneer Municipal High Income Fund (MHI) in Q4 2021, closing a stake of 12,950 shares — an estimated $157K sold.

Bar Harbor Wealth Management first reported a position in MHI in Q4 2017 and held it in 16 quarters. The position peaked at $168K in Q2 2021. 63 funds tracked by Wall St. Rank hold MHI as of Q4 2021.

Bar Harbor Wealth Management reported no remaining Pioneer Municipal High Income Fund position as of Q4 2021 after selling out during the quarter.
Bar Harbor Wealth Management sold 12,950 Pioneer Municipal High Income Fund shares in Q4 2021, an estimated $157K.
Bar Harbor Wealth Management first reported a position in Pioneer Municipal High Income Fund in Q4 2017 and held it in 16 quarters.
Bar Harbor Wealth Management's Pioneer Municipal High Income Fund position peaked at $168K in Q2 2021.
63 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q4 2021.

Based on Bar Harbor Wealth Management's 13F filing for Q4 2021, filed 28 Jan 2022.