EWM
MAV

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

Executive 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
2019
Q3 		– Sell
-5,029
Closed -$54K – 514
2019
Q2 		$54K Buy
5,029
+39
+0.8% +$418 0.01% 281
2019
Q1 		$54K Hold
4,990
– – 0.01% 261
2018
Q4 		$51K Buy
+4,990
New +$52.1K 0.01% 274

Other funds holding MAV

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Wells Fargo
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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Executive Wealth Management's MAV Position: Q3 2019 in Review

Executive Wealth Management sold out of Pioneer Municipal High Income Advantage Fund (MAV) in Q3 2019, closing a stake of 5,029 shares — an estimated $54K sold.

Executive Wealth Management first reported a position in MAV in Q4 2018 and held it in 3 quarters. The position peaked at $54K in Q2 2019. 48 funds tracked by Wall St. Rank hold MAV as of Q3 2019.

  • Executive Wealth Management reported no remaining Pioneer Municipal High Income Advantage Fund position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 5,029 Pioneer Municipal High Income Advantage Fund shares in Q3 2019, an estimated $54K.
  • Executive Wealth Management first reported a position in Pioneer Municipal High Income Advantage Fund in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Pioneer Municipal High Income Advantage Fund position peaked at $54K in Q2 2019.
  • 48 funds tracked by Wall St. Rank held Pioneer Municipal High Income Advantage Fund as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.