PAS
MAV

Partnervest Advisory Services’s Pioneer Municipal High Income Advantage Fund MAV Stock Holding History

Partnervest Advisory Services’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
2014
Q3 		– Sell
-736
Closed -$12K – 531
2014
Q2 		$12K Buy
736
+210
+40% +$3.19K 0.01% 654
2014
Q1 		$8K Sell
526
-1,670
-76% -$23.3K ﹤0.01% 704
2013
Q4 		$28K Buy
2,196
+533
+32% +$7.01K 0.01% 413
2013
Q3 		$22K Buy
+1,663
New +$22.3K 0.01% 437

Other funds holding MAV

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Partnervest Advisory Services's MAV Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Pioneer Municipal High Income Advantage Fund (MAV) in Q3 2014, closing a stake of 736 shares — an estimated $12K sold.

Partnervest Advisory Services first reported a position in MAV in Q3 2013 and held it in 4 quarters. The position peaked at $28K in Q4 2013. 23 funds tracked by Wall St. Rank hold MAV as of Q3 2014.

  • Partnervest Advisory Services reported no remaining Pioneer Municipal High Income Advantage Fund position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 736 Pioneer Municipal High Income Advantage Fund shares in Q3 2014, an estimated $12K.
  • Partnervest Advisory Services first reported a position in Pioneer Municipal High Income Advantage Fund in Q3 2013 and held it in 4 quarters.
  • Partnervest Advisory Services's Pioneer Municipal High Income Advantage Fund position peaked at $28K in Q4 2013.
  • 23 funds tracked by Wall St. Rank held Pioneer Municipal High Income Advantage Fund as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.