CFA
MHI

Carroll Financial Associates’s Pioneer Municipal High Income Fund MHI Stock Holding History

Carroll Financial Associates’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
2018
Q3 		– Sell
-460
Closed -$5K – 1332
2018
Q2 		$5K Hold
460
– – ﹤0.01% 1052
2018
Q1 		$5K Buy
+460
New +$5.28K ﹤0.01% 1032

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GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

Carroll Financial Associates's MHI Position: Q3 2018 in Review

Carroll Financial Associates sold out of Pioneer Municipal High Income Fund (MHI) in Q3 2018, closing a stake of 460 shares — an estimated $5K sold.

Carroll Financial Associates first reported a position in MHI in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q2 2018. 46 funds tracked by Wall St. Rank hold MHI as of Q3 2018.

  • Carroll Financial Associates reported no remaining Pioneer Municipal High Income Fund position as of Q3 2018 after selling out during the quarter.
  • Carroll Financial Associates sold 460 Pioneer Municipal High Income Fund shares in Q3 2018, an estimated $5K.
  • Carroll Financial Associates first reported a position in Pioneer Municipal High Income Fund in Q1 2018 and held it in 2 quarters.
  • Carroll Financial Associates's Pioneer Municipal High Income Fund position peaked at $5K in Q2 2018.
  • 46 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q3 2018.

Based on Carroll Financial Associates's 13F filing for Q3 2018, filed 30 Oct 2018.