CWM
MHI

Cornerstone Wealth Management’s Pioneer Municipal High Income Fund MHI Stock Holding History

Cornerstone Wealth Management’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
-7,618
Closed -$663K – 1434
2018
Q2 		$663K Buy
+7,618
New +$86.5K 0.01% 913

Other funds holding MHI

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 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

Cornerstone Wealth Management's MHI Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of Pioneer Municipal High Income Fund (MHI) in Q3 2018, closing a stake of 7,618 shares — an estimated $663K sold.

Cornerstone Wealth Management first reported a position in MHI in Q2 2018 and held it in 1 quarter. The position peaked at $663K in Q2 2018. 46 funds tracked by Wall St. Rank hold MHI as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining Pioneer Municipal High Income Fund position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 7,618 Pioneer Municipal High Income Fund shares in Q3 2018, an estimated $663K.
  • Cornerstone Wealth Management first reported a position in Pioneer Municipal High Income Fund in Q2 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Pioneer Municipal High Income Fund position peaked at $663K in Q2 2018.
  • 46 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.