GWM
MAV

Gupta Wealth Management’s Pioneer Municipal High Income Advantage Fund MAV Stock Holding History

Gupta Wealth Management’s Portfolio MAV Stock Details MAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,975
Closed -$25K – 1314
2015
Q3 		$25K Buy
+1,975
New +$25K 0.01% 637

Other funds holding MAV

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LCM
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Gupta Wealth Management's MAV Position: Q4 2015 in Review

Gupta Wealth Management sold out of Pioneer Municipal High Income Advantage Fund (MAV) in Q4 2015, closing a stake of 1,975 shares — an estimated $25K sold.

Gupta Wealth Management first reported a position in MAV in Q3 2015 and held it in 1 quarter. The position peaked at $25K in Q3 2015. 36 funds tracked by Wall St. Rank hold MAV as of Q4 2015.

  • Gupta Wealth Management reported no remaining Pioneer Municipal High Income Advantage Fund position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 1,975 Pioneer Municipal High Income Advantage Fund shares in Q4 2015, an estimated $25K.
  • Gupta Wealth Management first reported a position in Pioneer Municipal High Income Advantage Fund in Q3 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Pioneer Municipal High Income Advantage Fund position peaked at $25K in Q3 2015.
  • 36 funds tracked by Wall St. Rank held Pioneer Municipal High Income Advantage Fund as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.