DAS
MHF

Dynamic Advisor Solutions’s Western Asset Municipal High Income Fund MHF Stock Holding History

Dynamic Advisor Solutions’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
2021
Q1 		– Sell
-14,565
Closed -$109K – 736
2020
Q4 		$109K Buy
14,565
+1,857
+15% +$13.7K 0.01% 641
2020
Q3 		$95K Buy
+12,708
New +$93.9K 0.01% 571

Other funds holding MHF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $288M AUM 38.96% 1-Year Est. Return

Dynamic Advisor Solutions's MHF Position: Q1 2021 in Review

Dynamic Advisor Solutions sold out of Western Asset Municipal High Income Fund (MHF) in Q1 2021, closing a stake of 14,565 shares — an estimated $109K sold.

Dynamic Advisor Solutions first reported a position in MHF in Q3 2020 and held it in 2 quarters. The position peaked at $109K in Q4 2020. 41 funds tracked by Wall St. Rank hold MHF as of Q1 2021.

  • Dynamic Advisor Solutions reported no remaining Western Asset Municipal High Income Fund position as of Q1 2021 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 14,565 Western Asset Municipal High Income Fund shares in Q1 2021, an estimated $109K.
  • Dynamic Advisor Solutions first reported a position in Western Asset Municipal High Income Fund in Q3 2020 and held it in 2 quarters.
  • Dynamic Advisor Solutions's Western Asset Municipal High Income Fund position peaked at $109K in Q4 2020.
  • 41 funds tracked by Wall St. Rank held Western Asset Municipal High Income Fund as of Q1 2021.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2021, filed 27 Apr 2021.