BAM
MHI

Belpointe Asset Management’s Pioneer Municipal High Income Fund MHI Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-900
Closed -$8K – 2229
2023
Q1 		$8K Hold
900
– – ﹤0.01% 2822
2022
Q4 		$7.72K Buy
+900
New +$7.66K ﹤0.01% 2740

Other funds holding MHI

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RCM
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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

Belpointe Asset Management's MHI Position: Q2 2023 in Review

Belpointe Asset Management sold out of Pioneer Municipal High Income Fund (MHI) in Q2 2023, closing a stake of 900 shares — an estimated $8K sold.

Belpointe Asset Management first reported a position in MHI in Q4 2022 and held it in 2 quarters. The position peaked at $8K in Q1 2023. 63 funds tracked by Wall St. Rank hold MHI as of Q2 2023.

  • Belpointe Asset Management reported no remaining Pioneer Municipal High Income Fund position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 900 Pioneer Municipal High Income Fund shares in Q2 2023, an estimated $8K.
  • Belpointe Asset Management first reported a position in Pioneer Municipal High Income Fund in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Pioneer Municipal High Income Fund position peaked at $8K in Q1 2023.
  • 63 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.