FWM
MHI

FSA Wealth Management’s Pioneer Municipal High Income Fund MHI Stock Holding History

FSA Wealth Management’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
2020
Q3 		– Sell
-221
Closed -$2K – 229
2020
Q2 		$2K Hold
221
– – ﹤0.01% 363
2020
Q1 		$3K Hold
221
– – ﹤0.01% 339
2019
Q4 		$3K Buy
+221
New +$2.69K ﹤0.01% 424

Other funds holding MHI

MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FSA Wealth Management's MHI Position: Q3 2020 in Review

FSA Wealth Management sold out of Pioneer Municipal High Income Fund (MHI) in Q3 2020, closing a stake of 221 shares — an estimated $2K sold.

FSA Wealth Management first reported a position in MHI in Q4 2019 and held it in 3 quarters. The position peaked at $3K in Q1 2020. 52 funds tracked by Wall St. Rank hold MHI as of Q3 2020.

  • FSA Wealth Management reported no remaining Pioneer Municipal High Income Fund position as of Q3 2020 after selling out during the quarter.
  • FSA Wealth Management sold 221 Pioneer Municipal High Income Fund shares in Q3 2020, an estimated $2K.
  • FSA Wealth Management first reported a position in Pioneer Municipal High Income Fund in Q4 2019 and held it in 3 quarters.
  • FSA Wealth Management's Pioneer Municipal High Income Fund position peaked at $3K in Q1 2020.
  • 52 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q3 2020.

Based on FSA Wealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.