CBT
MHI

CoreFirst Bank & Trust’s Pioneer Municipal High Income Fund MHI Stock Holding History

CoreFirst Bank & Trust’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
-3,736
Closed -$31K – 405
2022
Q3 		$31K Hold
3,736
– – 0.03% 252
2022
Q2 		$35K Sell
3,736
-838
-18% -$8.05K 0.03% 242
2022
Q1 		$48K Hold
4,574
– – 0.03% 249
2021
Q4 		$56K Hold
4,574
– – 0.04% 244
2021
Q3 		$55K Hold
4,574
– – 0.04% 241
2021
Q2 		$59K Hold
4,574
– – 0.04% 236
2021
Q1 		$57K Hold
4,574
– – 0.04% 227
2020
Q4 		$57K Buy
+4,574
New +$54.5K 0.04% 213

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 $495M AUM 8.72% 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

CoreFirst Bank & Trust's MHI Position: Q4 2022 in Review

CoreFirst Bank & Trust sold out of Pioneer Municipal High Income Fund (MHI) in Q4 2022, closing a stake of 3,736 shares — an estimated $31K sold.

CoreFirst Bank & Trust first reported a position in MHI in Q4 2020 and held it in 8 quarters. The position peaked at $59K in Q2 2021. 57 funds tracked by Wall St. Rank hold MHI as of Q4 2022.

  • CoreFirst Bank & Trust reported no remaining Pioneer Municipal High Income Fund position as of Q4 2022 after selling out during the quarter.
  • CoreFirst Bank & Trust sold 3,736 Pioneer Municipal High Income Fund shares in Q4 2022, an estimated $31K.
  • CoreFirst Bank & Trust first reported a position in Pioneer Municipal High Income Fund in Q4 2020 and held it in 8 quarters.
  • CoreFirst Bank & Trust's Pioneer Municipal High Income Fund position peaked at $59K in Q2 2021.
  • 57 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q4 2022.

Based on CoreFirst Bank & Trust's 13F filing for Q4 2022, filed 16 Feb 2023.