CFGS
MHI

Concourse Financial Group Securities’s Pioneer Municipal High Income Fund MHI Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-1,300
Closed -$12.3K – 1281
2024
Q4 		$12.3K Hold
1,300
– – ﹤0.01% 1667
2024
Q3 		$12.5K Sell
1,300
-1,300
-50% -$12.2K ﹤0.01% 1639
2024
Q2 		$23.8K Hold
2,600
– – ﹤0.01% 1462
2024
Q1 		$23K Hold
2,600
– – ﹤0.01% 1476
2023
Q4 		$22.4K Hold
2,600
– – ﹤0.01% 1456
2023
Q3 		$18.8K Hold
2,600
– – ﹤0.01% 1456
2023
Q2 		$22.2K Hold
2,600
– – ﹤0.01% 1406
2023
Q1 		$23.1K Buy
+2,600
New +$23.2K ﹤0.01% 1412
2022
Q1 		– Sell
-1,000
Closed -$11.2K – 2329
2021
Q4 		$12K Hold
1,000
– – ﹤0.01% 1810
2021
Q3 		$12K Hold
1,000
– – ﹤0.01% 1838
2021
Q2 		$13K Hold
1,000
– – ﹤0.01% 1785
2021
Q1 		$12K Sell
1,000
-1,754
-64% -$21.8K ﹤0.01% 1716
2020
Q4 		$34K Hold
2,754
– – ﹤0.01% 1274
2020
Q3 		$32K Hold
2,754
– – ﹤0.01% 1211
2020
Q2 		$31K Hold
2,754
– – ﹤0.01% 1131
2020
Q1 		$31K Hold
2,754
– – ﹤0.01% 1079
2019
Q4 		$33K Hold
2,754
– – ﹤0.01% 1090
2019
Q3 		$34K Buy
2,754
+1
+0% +$12 0.01% 758
2019
Q2 		$34K Buy
+2,753
New +$33.2K ﹤0.01% 1018

Other funds holding MHI

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Concourse Financial Group Securities's MHI Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Pioneer Municipal High Income Fund (MHI) in Q1 2025, closing a stake of 1,300 shares — an estimated $12.3K sold.

Concourse Financial Group Securities first reported a position in MHI in Q2 2019 and held it in 19 quarters. The position peaked at $34K in Q4 2020. 59 funds tracked by Wall St. Rank hold MHI as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Pioneer Municipal High Income Fund position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,300 Pioneer Municipal High Income Fund shares in Q1 2025, an estimated $12.3K.
  • Concourse Financial Group Securities first reported a position in Pioneer Municipal High Income Fund in Q2 2019 and held it in 19 quarters.
  • Concourse Financial Group Securities's Pioneer Municipal High Income Fund position peaked at $34K in Q4 2020.
  • 59 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.