PWPS
MHI

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

Pinnacle Wealth Planning Services’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
Q1 		– Sell
-382
Closed -$5K – 1296
2020
Q4 		$5K Buy
+382
New +$4.55K ﹤0.01% 1667

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Pioneer Municipal High Income Fund (MHI) in Q1 2021, closing a stake of 382 shares — an estimated $5K sold.

Pinnacle Wealth Planning Services first reported a position in MHI in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 55 funds tracked by Wall St. Rank hold MHI as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Pioneer Municipal High Income Fund position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 382 Pioneer Municipal High Income Fund shares in Q1 2021, an estimated $5K.
  • Pinnacle Wealth Planning Services first reported a position in Pioneer Municipal High Income Fund in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Pioneer Municipal High Income Fund position peaked at $5K in Q4 2020.
  • 55 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q1 2021.

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