IAA
MHI

Independent Advisor Alliance’s Pioneer Municipal High Income Fund MHI Stock Holding History

Independent Advisor Alliance’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
Q1 		– Sell
-25,552
Closed -$309K – 681
2019
Q4 		$309K Buy
+25,552
New +$310K 0.01% 672

Other funds holding MHI

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Independent Advisor Alliance's MHI Position: Q1 2020 in Review

Independent Advisor Alliance sold out of Pioneer Municipal High Income Fund (MHI) in Q1 2020, closing a stake of 25,552 shares — an estimated $309K sold.

Independent Advisor Alliance first reported a position in MHI in Q4 2019 and held it in 1 quarter. The position peaked at $309K in Q4 2019. 59 funds tracked by Wall St. Rank hold MHI as of Q1 2020.

  • Independent Advisor Alliance reported no remaining Pioneer Municipal High Income Fund position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 25,552 Pioneer Municipal High Income Fund shares in Q1 2020, an estimated $309K.
  • Independent Advisor Alliance first reported a position in Pioneer Municipal High Income Fund in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's Pioneer Municipal High Income Fund position peaked at $309K in Q4 2019.
  • 59 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.