Evercore Wealth Management’s Pioneer Municipal High Income Advantage Fund MAV Stock Holding History

Evercore Wealth Management’s Portfolio MAV Stock Details MAV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-3,825	Closed	-$43K	–	612
2017 Q4	$43K	Sell	3,825 -3,825	-50%	-$43.8K	﹤0.01%	605
2017 Q3	$88K	Hold	7,650	–	–	﹤0.01%	485
2017 Q2	$90K	Hold	7,650	–	–	﹤0.01%	488
2017 Q1	$84K	Hold	7,650	–	–	﹤0.01%	513
2016 Q4	$90K	Hold	7,650	–	–	﹤0.01%	511
2016 Q3	$100K	Hold	7,650	–	–	﹤0.01%	480
2016 Q2	$108K	Hold	7,650	–	–	﹤0.01%	449
2016 Q1	$106K	Hold	7,650	–	–	﹤0.01%	446
2015 Q4	$102K	Hold	7,650	–	–	﹤0.01%	472
2015 Q3	$98K	Hold	7,650	–	–	﹤0.01%	487
2015 Q2	$95K	Hold	7,650	–	–	﹤0.01%	526
2015 Q1	$118K	Buy	+7,650	New	+$117K	0.01%	506

Other funds holding MAV

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Evercore Wealth Management's MAV Position: Q1 2018 in Review

Evercore Wealth Management sold out of Pioneer Municipal High Income Advantage Fund (MAV) in Q1 2018, closing a stake of 3,825 shares — an estimated $43K sold.

Evercore Wealth Management first reported a position in MAV in Q1 2015 and held it in 12 quarters. The position peaked at $118K in Q1 2015. 41 funds tracked by Wall St. Rank hold MAV as of Q1 2018.

Evercore Wealth Management reported no remaining Pioneer Municipal High Income Advantage Fund position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 3,825 Pioneer Municipal High Income Advantage Fund shares in Q1 2018, an estimated $43K.
Evercore Wealth Management first reported a position in Pioneer Municipal High Income Advantage Fund in Q1 2015 and held it in 12 quarters.
Evercore Wealth Management's Pioneer Municipal High Income Advantage Fund position peaked at $118K in Q1 2015.
41 funds tracked by Wall St. Rank held Pioneer Municipal High Income Advantage Fund as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.