FAAS
MHI

First Allied Advisory Services’s Pioneer Municipal High Income Fund MHI Stock Holding History

First Allied Advisory Services’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
2013
Q4 		– Sell
-21,109
Closed -$300K – 1009
2013
Q3 		$300K Sell
21,109
-1,737
-8% -$24.3K 0.02% 726
2013
Q2 		$334K Buy
+22,846
New +$357K 0.03% 625

Other funds holding MHI

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
ICAS
Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

First Allied Advisory Services's MHI Position: Q4 2013 in Review

First Allied Advisory Services sold out of Pioneer Municipal High Income Fund (MHI) in Q4 2013, closing a stake of 21,109 shares — an estimated $300K sold.

First Allied Advisory Services first reported a position in MHI in Q2 2013 and held it in 2 quarters. The position peaked at $334K in Q2 2013. 30 funds tracked by Wall St. Rank hold MHI as of Q4 2013.

  • First Allied Advisory Services reported no remaining Pioneer Municipal High Income Fund position as of Q4 2013 after selling out during the quarter.
  • First Allied Advisory Services sold 21,109 Pioneer Municipal High Income Fund shares in Q4 2013, an estimated $300K.
  • First Allied Advisory Services first reported a position in Pioneer Municipal High Income Fund in Q2 2013 and held it in 2 quarters.
  • First Allied Advisory Services's Pioneer Municipal High Income Fund position peaked at $334K in Q2 2013.
  • 30 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q4 2013.

Based on First Allied Advisory Services's 13F filing for Q4 2013, filed 12 Feb 2014.