J.P. Turner & Co Capital Management’s Pioneer Municipal High Income Fund MHI Stock Holding History

J.P. Turner & Co Capital 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
2015 Q3	$211K	Sell	16,660 -16,460	-50%	-$202K	0.22%	153
2015 Q2	$402K	Buy	+33,120	New	+$444K	0.31%	111

Other funds holding MHI

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LSA

Liberty Street Advisors New York $507M AUM 59.45% 1-Year Est. Return

ICAS

Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

HCM

Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

J.P. Turner & Co Capital Management's MHI Position: Q3 2015 in Review

J.P. Turner & Co Capital Management reduced its Pioneer Municipal High Income Fund (MHI) stake by 50% in Q3 2015, selling an estimated $202K and leaving 16,660 shares worth $211K. The position accounts for 0.22% of the portfolio, ranked #153.

J.P. Turner & Co Capital Management first reported a position in MHI in Q2 2015 and has held it in 2 quarters since. The position peaked at $402K in Q2 2015. 40 funds tracked by Wall St. Rank hold MHI as of Q3 2015.

J.P. Turner & Co Capital Management held 16,660 shares of Pioneer Municipal High Income Fund worth $211K as of Q3 2015.
J.P. Turner & Co Capital Management sold 16,460 Pioneer Municipal High Income Fund shares in Q3 2015, an estimated $202K.
Pioneer Municipal High Income Fund made up 0.22% of J.P. Turner & Co Capital Management's portfolio in Q3 2015, its #153 holding.
J.P. Turner & Co Capital Management first reported a position in Pioneer Municipal High Income Fund in Q2 2015 and has held it in 2 quarters since.
J.P. Turner & Co Capital Management's Pioneer Municipal High Income Fund position peaked at $402K in Q2 2015.
40 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q3 2015.

Based on J.P. Turner & Co Capital Management's 13F filing for Q3 2015, filed 4 Nov 2015.