FAIM
MHI

Financial Advocates Investment Management’s Pioneer Municipal High Income Fund MHI Stock Holding History

Financial Advocates Investment 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
2023
Q2 		– Sell
-15,613
Closed -$139K – 746
2023
Q1 		$139K Buy
15,613
+998
+7% +$8.91K 0.01% 703
2022
Q4 		$125K Buy
14,615
+8
+0.1% +$68 0.01% 708
2022
Q3 		$120K Buy
+14,607
New +$139K 0.01% 713
2021
Q3 		– Sell
-11,271
Closed -$146K – 770
2021
Q2 		$146K Sell
11,271
-354
-3% -$4.5K 0.01% 713
2021
Q1 		$144K Buy
11,625
+110
+1% +$1.36K 0.01% 723
2020
Q4 		$144K Buy
11,515
+107
+0.9% +$1.27K 0.01% 694
2020
Q3 		$132K Sell
11,408
-2,473
-18% -$29.1K 0.01% 605
2020
Q2 		$157K Buy
+13,881
New +$155K 0.01% 578

Other funds holding MHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Financial Advocates Investment Management's MHI Position: Q2 2023 in Review

Financial Advocates Investment Management sold out of Pioneer Municipal High Income Fund (MHI) in Q2 2023, closing a stake of 15,613 shares — an estimated $139K sold.

Financial Advocates Investment Management first reported a position in MHI in Q2 2020 and held it in 8 quarters. The position peaked at $157K in Q2 2020. 63 funds tracked by Wall St. Rank hold MHI as of Q2 2023.

  • Financial Advocates Investment Management reported no remaining Pioneer Municipal High Income Fund position as of Q2 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 15,613 Pioneer Municipal High Income Fund shares in Q2 2023, an estimated $139K.
  • Financial Advocates Investment Management first reported a position in Pioneer Municipal High Income Fund in Q2 2020 and held it in 8 quarters.
  • Financial Advocates Investment Management's Pioneer Municipal High Income Fund position peaked at $157K in Q2 2020.
  • 63 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q2 2023.

Based on Financial Advocates Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.