PWPS
MAV

Pinnacle Wealth Planning Services’s Pioneer Municipal High Income Advantage Fund MAV Stock Holding History

Pinnacle Wealth Planning 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
2021
Q1 		– Sell
-807
Closed -$9K – 1276
2020
Q4 		$9K Buy
+807
New +$9.1K ﹤0.01% 1431

Other funds holding MAV

MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Pinnacle Wealth Planning Services's MAV Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Pioneer Municipal High Income Advantage Fund (MAV) in Q1 2021, closing a stake of 807 shares — an estimated $9K sold.

Pinnacle Wealth Planning Services first reported a position in MAV in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 48 funds tracked by Wall St. Rank hold MAV as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Pioneer Municipal High Income Advantage Fund position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 807 Pioneer Municipal High Income Advantage Fund shares in Q1 2021, an estimated $9K.
  • Pinnacle Wealth Planning Services first reported a position in Pioneer Municipal High Income Advantage Fund in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Pioneer Municipal High Income Advantage Fund position peaked at $9K in Q4 2020.
  • 48 funds tracked by Wall St. Rank held Pioneer Municipal High Income Advantage Fund as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.