First Foundation Advisors’s Pioneer Municipal High Income Fund MHI Stock Holding History

First Foundation Advisors’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
2016 Q1	–	Sell	-66,418	Closed	-$867K	–	320
2015 Q4	$867K	Sell	66,418 -3,056	-4%	-$39.9K	0.06%	136
2015 Q3	$882K	Buy	69,474 +12,459	+22%	+$153K	0.07%	122
2015 Q2	$691K	Buy	+57,015	New	+$765K	0.05%	130

Other funds holding MHI

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

First Foundation Advisors's MHI Position: Q1 2016 in Review

First Foundation Advisors sold out of Pioneer Municipal High Income Fund (MHI) in Q1 2016, closing a stake of 66,418 shares — an estimated $867K sold.

First Foundation Advisors first reported a position in MHI in Q2 2015 and held it in 3 quarters. The position peaked at $882K in Q3 2015. 33 funds tracked by Wall St. Rank hold MHI as of Q1 2016.

First Foundation Advisors reported no remaining Pioneer Municipal High Income Fund position as of Q1 2016 after selling out during the quarter.
First Foundation Advisors sold 66,418 Pioneer Municipal High Income Fund shares in Q1 2016, an estimated $867K.
First Foundation Advisors first reported a position in Pioneer Municipal High Income Fund in Q2 2015 and held it in 3 quarters.
First Foundation Advisors's Pioneer Municipal High Income Fund position peaked at $882K in Q3 2015.
33 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q1 2016.

Based on First Foundation Advisors's 13F filing for Q1 2016, filed 13 May 2016.