RWA
MHF

Ropes Wealth Advisors’s Western Asset Municipal High Income Fund MHF Stock Holding History

Ropes Wealth Advisors’s Portfolio MHF Stock Details MHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-13,985
Closed -$89.2K – 268
2022
Q4 		$89.2K Buy
+13,985
New +$89.4K 0.02% 265

Other funds holding MHF

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Ropes Wealth Advisors's MHF Position: Q1 2023 in Review

Ropes Wealth Advisors sold out of Western Asset Municipal High Income Fund (MHF) in Q1 2023, closing a stake of 13,985 shares — an estimated $89.2K sold.

Ropes Wealth Advisors first reported a position in MHF in Q4 2022 and held it in 1 quarter. The position peaked at $89.2K in Q4 2022. 49 funds tracked by Wall St. Rank hold MHF as of Q1 2023.

  • Ropes Wealth Advisors reported no remaining Western Asset Municipal High Income Fund position as of Q1 2023 after selling out during the quarter.
  • Ropes Wealth Advisors sold 13,985 Western Asset Municipal High Income Fund shares in Q1 2023, an estimated $89.2K.
  • Ropes Wealth Advisors first reported a position in Western Asset Municipal High Income Fund in Q4 2022 and held it in 1 quarter.
  • Ropes Wealth Advisors's Western Asset Municipal High Income Fund position peaked at $89.2K in Q4 2022.
  • 49 funds tracked by Wall St. Rank held Western Asset Municipal High Income Fund as of Q1 2023.

Based on Ropes Wealth Advisors's 13F filing for Q1 2023, filed 8 May 2023.