FI
MHI

FormulaFolio Investments’s Pioneer Municipal High Income Fund MHI Stock Holding History

FormulaFolio Investments’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
2019
Q1 		– Sell
-10,547
Closed -$117K – 371
2018
Q4 		$117K Hold
10,547
– – 0.01% 310
2018
Q3 		$117K Sell
10,547
-407
-4% -$4.68K 0.01% 310
2018
Q2 		$125K Sell
10,954
-975
-8% -$11.1K 0.01% 298
2018
Q1 		$134K Sell
11,929
-150
-1% -$1.72K 0.01% 266
2017
Q4 		$143K Sell
12,079
-679
-5% -$8.06K 0.01% 246
2017
Q3 		$153K Sell
12,758
-106
-0.8% -$1.28K 0.01% 217
2017
Q2 		$156K Sell
12,864
-4,520
-26% -$53.7K 0.01% 214
2017
Q1 		$202K Sell
17,384
-4,964
-22% -$58K 0.02% 206
2016
Q4 		$265K Buy
22,348
+975
+5% +$12K 0.04% 162
2016
Q3 		$281K Sell
21,373
-2,608
-11% -$35.9K 0.04% 111
2016
Q2 		$343K Buy
23,981
+3,047
+15% +$43.2K 0.06% 88
2016
Q1 		$293K Buy
20,934
+2,200
+12% +$29.5K 0.05% 99
2015
Q4 		$245K Buy
18,734
+2,908
+18% +$37.9K 0.06% 95
2015
Q3 		$201K Buy
+15,826
New +$194K 0.06% 81

Other funds holding MHI

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

FormulaFolio Investments's MHI Position: Q1 2019 in Review

FormulaFolio Investments sold out of Pioneer Municipal High Income Fund (MHI) in Q1 2019, closing a stake of 10,547 shares — an estimated $117K sold.

FormulaFolio Investments first reported a position in MHI in Q3 2015 and held it in 14 quarters. The position peaked at $343K in Q2 2016. 49 funds tracked by Wall St. Rank hold MHI as of Q1 2019.

  • FormulaFolio Investments reported no remaining Pioneer Municipal High Income Fund position as of Q1 2019 after selling out during the quarter.
  • FormulaFolio Investments sold 10,547 Pioneer Municipal High Income Fund shares in Q1 2019, an estimated $117K.
  • FormulaFolio Investments first reported a position in Pioneer Municipal High Income Fund in Q3 2015 and held it in 14 quarters.
  • FormulaFolio Investments's Pioneer Municipal High Income Fund position peaked at $343K in Q2 2016.
  • 49 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q1 2019.

Based on FormulaFolio Investments's 13F filing for Q1 2019, filed 8 May 2019.