MFG
MAV

Merit Financial Group’s Pioneer Municipal High Income Advantage Fund MAV Stock Holding History

Merit Financial Group’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
2023
Q4 		– Sell
-29,661
Closed -$200K – 808
2023
Q3 		$200K Sell
29,661
-827
-3% -$6.28K 0.01% 695
2023
Q2 		$241K Buy
+30,488
New +$242K 0.01% 656

Other funds holding MAV

SCM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Merit Financial Group's MAV Position: Q4 2023 in Review

Merit Financial Group sold out of Pioneer Municipal High Income Advantage Fund (MAV) in Q4 2023, closing a stake of 29,661 shares — an estimated $200K sold.

Merit Financial Group first reported a position in MAV in Q2 2023 and held it in 2 quarters. The position peaked at $241K in Q2 2023. 67 funds tracked by Wall St. Rank hold MAV as of Q4 2023.

  • Merit Financial Group reported no remaining Pioneer Municipal High Income Advantage Fund position as of Q4 2023 after selling out during the quarter.
  • Merit Financial Group sold 29,661 Pioneer Municipal High Income Advantage Fund shares in Q4 2023, an estimated $200K.
  • Merit Financial Group first reported a position in Pioneer Municipal High Income Advantage Fund in Q2 2023 and held it in 2 quarters.
  • Merit Financial Group's Pioneer Municipal High Income Advantage Fund position peaked at $241K in Q2 2023.
  • 67 funds tracked by Wall St. Rank held Pioneer Municipal High Income Advantage Fund as of Q4 2023.

Based on Merit Financial Group's 13F filing for Q4 2023, filed 6 Feb 2024.