BWA
MHI

BDO Wealth Advisors’s Pioneer Municipal High Income Fund MHI Stock Holding History

BDO Wealth Advisors’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
2023
Q2 		– Sell
-959
Closed -$8.53K – 1036
2023
Q1 		$8.53K Buy
+959
New +$8.56K ﹤0.01% 733

Other funds holding MHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

BDO Wealth Advisors's MHI Position: Q2 2023 in Review

BDO Wealth Advisors sold out of Pioneer Municipal High Income Fund (MHI) in Q2 2023, closing a stake of 959 shares — an estimated $8.53K sold.

BDO Wealth Advisors first reported a position in MHI in Q1 2023 and held it in 1 quarter. The position peaked at $8.53K in Q1 2023. 63 funds tracked by Wall St. Rank hold MHI as of Q2 2023.

  • BDO Wealth Advisors reported no remaining Pioneer Municipal High Income Fund position as of Q2 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 959 Pioneer Municipal High Income Fund shares in Q2 2023, an estimated $8.53K.
  • BDO Wealth Advisors first reported a position in Pioneer Municipal High Income Fund in Q1 2023 and held it in 1 quarter.
  • BDO Wealth Advisors's Pioneer Municipal High Income Fund position peaked at $8.53K in Q1 2023.
  • 63 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.