PWA
MHI

Phoenix Wealth Advisors’s Pioneer Municipal High Income Fund MHI Stock Holding History

Phoenix Wealth Advisors’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 		– Sell
-4,100
Closed -$50K – 266
2021
Q3 		$50K Buy
+4,100
New +$52.3K 0.04% 193

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
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
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

Phoenix Wealth Advisors's MHI Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Pioneer Municipal High Income Fund (MHI) in Q4 2021, closing a stake of 4,100 shares — an estimated $50K sold.

Phoenix Wealth Advisors first reported a position in MHI in Q3 2021 and held it in 1 quarter. The position peaked at $50K in Q3 2021. 63 funds tracked by Wall St. Rank hold MHI as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Pioneer Municipal High Income Fund position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 4,100 Pioneer Municipal High Income Fund shares in Q4 2021, an estimated $50K.
  • Phoenix Wealth Advisors first reported a position in Pioneer Municipal High Income Fund in Q3 2021 and held it in 1 quarter.
  • Phoenix Wealth Advisors's Pioneer Municipal High Income Fund position peaked at $50K in Q3 2021.
  • 63 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.