FWM
MHF

FSA Wealth Management’s Western Asset Municipal High Income Fund MHF Stock Holding History

FSA Wealth Management’s Portfolio MHF Stock Details MHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,800
Closed -$21K – 163
2020
Q4 		$21K Buy
+2,800
New +$20.6K 0.01% 201
2020
Q3 		– Sell
-2,800
Closed -$20K – 228
2020
Q2 		$20K Buy
+2,800
New +$19.5K 0.01% 192

Other funds holding MHF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

FSA Wealth Management's MHF Position: Q1 2021 in Review

FSA Wealth Management sold out of Western Asset Municipal High Income Fund (MHF) in Q1 2021, closing a stake of 2,800 shares — an estimated $21K sold.

FSA Wealth Management first reported a position in MHF in Q2 2020 and held it in 2 quarters. The position peaked at $21K in Q4 2020. 41 funds tracked by Wall St. Rank hold MHF as of Q1 2021.

  • FSA Wealth Management reported no remaining Western Asset Municipal High Income Fund position as of Q1 2021 after selling out during the quarter.
  • FSA Wealth Management sold 2,800 Western Asset Municipal High Income Fund shares in Q1 2021, an estimated $21K.
  • FSA Wealth Management first reported a position in Western Asset Municipal High Income Fund in Q2 2020 and held it in 2 quarters.
  • FSA Wealth Management's Western Asset Municipal High Income Fund position peaked at $21K in Q4 2020.
  • 41 funds tracked by Wall St. Rank held Western Asset Municipal High Income Fund as of Q1 2021.

Based on FSA Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.