FMWA
MHI

Forvis Mazars Wealth Advisors’s Pioneer Municipal High Income Fund MHI Stock Holding History

Forvis Mazars Wealth 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
2018
Q3 		– Sell
-26,900
Closed -$307K – 239
2018
Q2 		$307K Hold
26,900
– – 0.03% 190
2018
Q1 		$303K Sell
26,900
-3,000
-10% -$34.4K 0.03% 192
2017
Q4 		$354K Buy
+29,900
New +$355K 0.04% 182

Other funds holding MHI

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

Forvis Mazars Wealth Advisors's MHI Position: Q3 2018 in Review

Forvis Mazars Wealth Advisors sold out of Pioneer Municipal High Income Fund (MHI) in Q3 2018, closing a stake of 26,900 shares — an estimated $307K sold.

Forvis Mazars Wealth Advisors first reported a position in MHI in Q4 2017 and held it in 3 quarters. The position peaked at $354K in Q4 2017. 46 funds tracked by Wall St. Rank hold MHI as of Q3 2018.

  • Forvis Mazars Wealth Advisors reported no remaining Pioneer Municipal High Income Fund position as of Q3 2018 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 26,900 Pioneer Municipal High Income Fund shares in Q3 2018, an estimated $307K.
  • Forvis Mazars Wealth Advisors first reported a position in Pioneer Municipal High Income Fund in Q4 2017 and held it in 3 quarters.
  • Forvis Mazars Wealth Advisors's Pioneer Municipal High Income Fund position peaked at $354K in Q4 2017.
  • 46 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q3 2018.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2018, filed 9 Oct 2018.