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

Next Financial 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 Q4	$2K	Hold	123	–	–	﹤0.01%	2624
2021 Q3	$1K	Hold	123	–	–	﹤0.01%	2645
2021 Q2	$2K	Hold	123	–	–	﹤0.01%	2424
2021 Q1	$2K	Hold	123	–	–	﹤0.01%	2318
2020 Q4	$2K	Hold	123	–	–	﹤0.01%	2195
2020 Q3	$1K	Buy	+123	New	+$1.45K	﹤0.01%	2118
2020 Q2	–	Sell	-123	Closed	-$1K	–	1366
2020 Q1	$1K	Hold	123	–	–	﹤0.01%	2023
2019 Q4	$1K	Hold	123	–	–	﹤0.01%	2280
2019 Q3	$2K	Hold	123	–	–	﹤0.01%	2128
2019 Q2	$2K	Hold	123	–	–	﹤0.01%	2125
2019 Q1	$1K	Hold	123	–	–	﹤0.01%	1564
2018 Q4	$1K	Hold	123	–	–	﹤0.01%	1856
2018 Q3	$1K	Buy	+123	New	+$1.42K	﹤0.01%	1405
2017 Q4	–	Sell	-123	Closed	-$1K	–	943
2017 Q3	$1K	Hold	123	–	–	﹤0.01%	1693
2017 Q2	$1K	Hold	123	–	–	﹤0.01%	1839
2017 Q1	$1K	Sell	123 -725	-85%	-$8.47K	﹤0.01%	1804
2016 Q4	$10K	Buy	848 +725	+589%	+$8.93K	﹤0.01%	1655
2016 Q3	$2K	Hold	123	–	–	﹤0.01%	2163
2016 Q2	$1K	Hold	123	–	–	﹤0.01%	1671
2016 Q1	$1K	Hold	123	–	–	﹤0.01%	1644
2015 Q4	$1K	Hold	123	–	–	﹤0.01%	1694
2015 Q3	$1K	Sell	123 -362	-75%	-$4.43K	﹤0.01%	1727
2015 Q2	$5K	Hold	485	–	–	﹤0.01%	1485
2015 Q1	$7K	Hold	485	–	–	﹤0.01%	1382
2014 Q4	$7K	Sell	485 -844	-64%	-$12.4K	﹤0.01%	1389
2014 Q3	$20K	Hold	1,329	–	–	﹤0.01%	1424
2014 Q2	$20K	Buy	+1,329	New	+$20.2K	0.01%	601

Other funds holding MHI

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Next Financial Group's MHI Position: Q4 2021 in Review

Next Financial Group held its Pioneer Municipal High Income Fund (MHI) position steady in Q4 2021 at 123 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2624.

Next Financial Group first reported a position in MHI in Q2 2014 and has held it in 27 quarters since. The position peaked at $20K in Q3 2014. 63 funds tracked by Wall St. Rank hold MHI as of Q4 2021.

Next Financial Group held 123 shares of Pioneer Municipal High Income Fund worth $2K as of Q4 2021.
Next Financial Group left its Pioneer Municipal High Income Fund share count unchanged in Q4 2021.
Pioneer Municipal High Income Fund made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2624 holding.
Next Financial Group first reported a position in Pioneer Municipal High Income Fund in Q2 2014 and has held it in 27 quarters since.
Next Financial Group's Pioneer Municipal High Income Fund position peaked at $20K in Q3 2014.
63 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.