EWM
MHI

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

Edge 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
2015
Q4 		– Sell
-221
Closed -$3K – 479
2015
Q3 		$3K Hold
221
– – ﹤0.01% 375
2015
Q2 		$3K Hold
221
– – ﹤0.01% 370
2015
Q1 		$3K Buy
+221
New +$3.2K ﹤0.01% 367

Other funds holding MHI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
ICAS
Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Edge Wealth Management's MHI Position: Q4 2015 in Review

Edge Wealth Management sold out of Pioneer Municipal High Income Fund (MHI) in Q4 2015, closing a stake of 221 shares — an estimated $3K sold.

Edge Wealth Management first reported a position in MHI in Q1 2015 and held it in 3 quarters. The position peaked at $3K in Q3 2015. 36 funds tracked by Wall St. Rank hold MHI as of Q4 2015.

  • Edge Wealth Management reported no remaining Pioneer Municipal High Income Fund position as of Q4 2015 after selling out during the quarter.
  • Edge Wealth Management sold 221 Pioneer Municipal High Income Fund shares in Q4 2015, an estimated $3K.
  • Edge Wealth Management first reported a position in Pioneer Municipal High Income Fund in Q1 2015 and held it in 3 quarters.
  • Edge Wealth Management's Pioneer Municipal High Income Fund position peaked at $3K in Q3 2015.
  • 36 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q4 2015.

Based on Edge Wealth Management's 13F filing for Q4 2015, filed 11 Jan 2016.