FCH
MHI

Freestone Capital Holdings’s Pioneer Municipal High Income Fund MHI Stock Holding History

Freestone Capital Holdings’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
2021
Q1 		– Sell
-6,059
Closed -$75.4K – 820
2020
Q4 		$75.4K Hold
6,059
– – ﹤0.01% 482
2020
Q3 		$70.2K Buy
+6,059
New +$71.2K ﹤0.01% 441

Other funds holding MHI

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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

Freestone Capital Holdings's MHI Position: Q1 2021 in Review

Freestone Capital Holdings sold out of Pioneer Municipal High Income Fund (MHI) in Q1 2021, closing a stake of 6,059 shares — an estimated $75.4K sold.

Freestone Capital Holdings first reported a position in MHI in Q3 2020 and held it in 2 quarters. The position peaked at $75.4K in Q4 2020. 55 funds tracked by Wall St. Rank hold MHI as of Q1 2021.

  • Freestone Capital Holdings reported no remaining Pioneer Municipal High Income Fund position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 6,059 Pioneer Municipal High Income Fund shares in Q1 2021, an estimated $75.4K.
  • Freestone Capital Holdings first reported a position in Pioneer Municipal High Income Fund in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's Pioneer Municipal High Income Fund position peaked at $75.4K in Q4 2020.
  • 55 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.