CIA
MHF

Concurrent Investment Advisors’s Western Asset Municipal High Income Fund MHF Stock Holding History

Concurrent Investment Advisors’s Portfolio MHF Stock Details MHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11,836
Closed -$76K – 969
2023
Q4 		$76K Buy
+11,836
New +$73.7K ﹤0.01% 824

Other funds holding MHF

TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Concurrent Investment Advisors's MHF Position: Q1 2024 in Review

Concurrent Investment Advisors sold out of Western Asset Municipal High Income Fund (MHF) in Q1 2024, closing a stake of 11,836 shares — an estimated $76K sold.

Concurrent Investment Advisors first reported a position in MHF in Q4 2023 and held it in 1 quarter. The position peaked at $76K in Q4 2023. 49 funds tracked by Wall St. Rank hold MHF as of Q1 2024.

  • Concurrent Investment Advisors reported no remaining Western Asset Municipal High Income Fund position as of Q1 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 11,836 Western Asset Municipal High Income Fund shares in Q1 2024, an estimated $76K.
  • Concurrent Investment Advisors first reported a position in Western Asset Municipal High Income Fund in Q4 2023 and held it in 1 quarter.
  • Concurrent Investment Advisors's Western Asset Municipal High Income Fund position peaked at $76K in Q4 2023.
  • 49 funds tracked by Wall St. Rank held Western Asset Municipal High Income Fund as of Q1 2024.

Based on Concurrent Investment Advisors's 13F filing for Q1 2024, filed 7 May 2024.