PG
MHI

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

Patten 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
2016
Q3 		– Sell
-700
Closed -$10K – 648
2016
Q2 		$10K Hold
700
– – ﹤0.01% 458
2016
Q1 		$9.79K Hold
700
– – ﹤0.01% 467
2015
Q4 		$9.14K Sell
700
-19,306
-97% -$252K ﹤0.01% 498
2015
Q3 		$254K Hold
20,006
– – 0.13% 142
2015
Q2 		$242K Hold
20,006
– – 0.12% 159
2015
Q1 		$291K Sell
20,006
-7,702
-28% -$111K 0.15% 143
2014
Q4 		$389K Buy
+27,708
New +$408K 0.19% 119

Other funds holding MHI

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 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

Patten Group's MHI Position: Q3 2016 in Review

Patten Group sold out of Pioneer Municipal High Income Fund (MHI) in Q3 2016, closing a stake of 700 shares — an estimated $10K sold.

Patten Group first reported a position in MHI in Q4 2014 and held it in 7 quarters. The position peaked at $389K in Q4 2014. 38 funds tracked by Wall St. Rank hold MHI as of Q3 2016.

  • Patten Group reported no remaining Pioneer Municipal High Income Fund position as of Q3 2016 after selling out during the quarter.
  • Patten Group sold 700 Pioneer Municipal High Income Fund shares in Q3 2016, an estimated $10K.
  • Patten Group first reported a position in Pioneer Municipal High Income Fund in Q4 2014 and held it in 7 quarters.
  • Patten Group's Pioneer Municipal High Income Fund position peaked at $389K in Q4 2014.
  • 38 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q3 2016.

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