Northwestern Mutual Wealth Management’s Pioneer Municipal High Income Fund MHI Stock Holding History

Northwestern Mutual Wealth 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
2023 Q4	–	Sell	-3,500	Closed	-$25.3K	–	3593
2023 Q3	$25.3K	Buy	+3,500	New	+$28.7K	﹤0.01%	2228
2022 Q4	–	Sell	-202	Closed	-$2K	–	3417
2022 Q3	$2K	Hold	202	–	–	﹤0.01%	2885
2022 Q2	$2K	Hold	202	–	–	﹤0.01%	2929
2022 Q1	$2K	Sell	202 -1,059	-84%	-$11.8K	﹤0.01%	2923
2021 Q4	$15K	Buy	1,261 +1,059	+524%	+$12.8K	﹤0.01%	2439
2021 Q3	$2K	Hold	202	–	–	﹤0.01%	2859
2021 Q2	$3K	Buy	+202	New	+$2.56K	﹤0.01%	2752
2019 Q1	–	Sell	-96,463	Closed	-$1.06M	–	2634
2018 Q4	$1.06M	Sell	96,463 -4,490	-4%	-$48.9K	0.01%	430
2018 Q3	$1.12M	Buy	100,953 +41,987	+71%	+$483K	0.01%	406
2018 Q2	$673K	Buy	58,966 +32,626	+124%	+$371K	﹤0.01%	482
2018 Q1	$296K	Buy	26,340 +2,653	+11%	+$30.4K	﹤0.01%	644
2017 Q4	$281K	Buy	23,687 +6,077	+35%	+$72.1K	﹤0.01%	628
2017 Q3	$212K	Buy	+17,610	New	+$213K	﹤0.01%	666
2016 Q1	–	Sell	-3	Closed	–	–	2220
2015 Q4	$0	Hold	3	–	–	﹤0.01%	1738
2015 Q3	$0	Buy	+3	New	+$37	﹤0.01%	1771

Other funds holding MHI

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Northwestern Mutual Wealth Management's MHI Position: Q4 2023 in Review

Northwestern Mutual Wealth Management sold out of Pioneer Municipal High Income Fund (MHI) in Q4 2023, closing a stake of 3,500 shares — an estimated $25.3K sold.

Northwestern Mutual Wealth Management first reported a position in MHI in Q3 2015 and held it in 15 quarters. The position peaked at $1.12M in Q3 2018. 60 funds tracked by Wall St. Rank hold MHI as of Q4 2023.

Northwestern Mutual Wealth Management reported no remaining Pioneer Municipal High Income Fund position as of Q4 2023 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 3,500 Pioneer Municipal High Income Fund shares in Q4 2023, an estimated $25.3K.
Northwestern Mutual Wealth Management first reported a position in Pioneer Municipal High Income Fund in Q3 2015 and held it in 15 quarters.
Northwestern Mutual Wealth Management's Pioneer Municipal High Income Fund position peaked at $1.12M in Q3 2018.
60 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q4 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.