NFSG
MHI

Newbridge Financial Services Group’s Pioneer Municipal High Income Fund MHI Stock Holding History

Newbridge Financial Services Group’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
2021
Q3 		– Sell
-800
Closed -$10K – 1522
2021
Q2 		$10K Hold
800
– – 0.01% 984
2021
Q1 		$10K Hold
800
– – 0.01% 900
2020
Q4 		$10K Hold
800
– – 0.01% 730
2020
Q3 		$9K Buy
+800
New +$9.4K 0.01% 704

Other funds holding MHI

MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
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

Newbridge Financial Services Group's MHI Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of Pioneer Municipal High Income Fund (MHI) in Q3 2021, closing a stake of 800 shares — an estimated $10K sold.

Newbridge Financial Services Group first reported a position in MHI in Q3 2020 and held it in 4 quarters. The position peaked at $10K in Q2 2021. 51 funds tracked by Wall St. Rank hold MHI as of Q3 2021.

  • Newbridge Financial Services Group reported no remaining Pioneer Municipal High Income Fund position as of Q3 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 800 Pioneer Municipal High Income Fund shares in Q3 2021, an estimated $10K.
  • Newbridge Financial Services Group first reported a position in Pioneer Municipal High Income Fund in Q3 2020 and held it in 4 quarters.
  • Newbridge Financial Services Group's Pioneer Municipal High Income Fund position peaked at $10K in Q2 2021.
  • 51 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.