PG
MAV

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

Patten 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
2016
Q3 		– Sell
-700
Closed -$9.88K – 647
2016
Q2 		$9.88K Hold
700
– – ﹤0.01% 461
2016
Q1 		$9.71K Hold
700
– – ﹤0.01% 470
2015
Q4 		$9.35K Sell
700
-7,809
-92% -$104K ﹤0.01% 492
2015
Q3 		$109K Hold
8,509
– – 0.06% 224
2015
Q2 		$106K Buy
+8,509
New +$120K 0.05% 232
2015
Q1 		– Sell
-13,509
Closed -$202K – 223
2014
Q4 		$202K Buy
+13,509
New +$205K 0.1% 169

Other funds holding MAV

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Patten Group's MAV Position: Q3 2016 in Review

Patten Group sold out of Pioneer Municipal High Income Advantage Fund (MAV) in Q3 2016, closing a stake of 700 shares — an estimated $9.88K sold.

Patten Group first reported a position in MAV in Q4 2014 and held it in 6 quarters. The position peaked at $202K in Q4 2014. 34 funds tracked by Wall St. Rank hold MAV as of Q3 2016.

  • Patten Group reported no remaining Pioneer Municipal High Income Advantage Fund position as of Q3 2016 after selling out during the quarter.
  • Patten Group sold 700 Pioneer Municipal High Income Advantage Fund shares in Q3 2016, an estimated $9.88K.
  • Patten Group first reported a position in Pioneer Municipal High Income Advantage Fund in Q4 2014 and held it in 6 quarters.
  • Patten Group's Pioneer Municipal High Income Advantage Fund position peaked at $202K in Q4 2014.
  • 34 funds tracked by Wall St. Rank held Pioneer Municipal High Income Advantage Fund as of Q3 2016.

Based on Patten Group's 13F filing for Q3 2016, filed 15 Nov 2016.