CA
MHI

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

Clearstead 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
2022
Q4 		– Sell
-744
Closed -$6K – 1352
2022
Q3 		$6K Hold
744
– – ﹤0.01% 954
2022
Q2 		$7K Hold
744
– – ﹤0.01% 968
2022
Q1 		$8K Hold
744
– – ﹤0.01% 1018
2021
Q4 		$9K Buy
+744
New +$9.02K ﹤0.01% 936

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
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
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
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 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

Clearstead Advisors's MHI Position: Q4 2022 in Review

Clearstead Advisors sold out of Pioneer Municipal High Income Fund (MHI) in Q4 2022, closing a stake of 744 shares — an estimated $6K sold.

Clearstead Advisors first reported a position in MHI in Q4 2021 and held it in 4 quarters. The position peaked at $9K in Q4 2021. 57 funds tracked by Wall St. Rank hold MHI as of Q4 2022.

  • Clearstead Advisors reported no remaining Pioneer Municipal High Income Fund position as of Q4 2022 after selling out during the quarter.
  • Clearstead Advisors sold 744 Pioneer Municipal High Income Fund shares in Q4 2022, an estimated $6K.
  • Clearstead Advisors first reported a position in Pioneer Municipal High Income Fund in Q4 2021 and held it in 4 quarters.
  • Clearstead Advisors's Pioneer Municipal High Income Fund position peaked at $9K in Q4 2021.
  • 57 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q4 2022.

Based on Clearstead Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.