SA
MHF

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

Sanctuary 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
2024
Q4 		– Sell
-20,147
Closed -$142K – 2451
2024
Q3 		$142K Buy
20,147
+44
+0.2% +$312 ﹤0.01% 2280
2024
Q2 		$137K Buy
+20,103
New +$136K ﹤0.01% 2228

Other funds holding MHF

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Sanctuary Advisors's MHF Position: Q4 2024 in Review

Sanctuary Advisors sold out of Western Asset Municipal High Income Fund (MHF) in Q4 2024, closing a stake of 20,147 shares — an estimated $142K sold.

Sanctuary Advisors first reported a position in MHF in Q2 2024 and held it in 2 quarters. The position peaked at $142K in Q3 2024. 53 funds tracked by Wall St. Rank hold MHF as of Q4 2024.

  • Sanctuary Advisors reported no remaining Western Asset Municipal High Income Fund position as of Q4 2024 after selling out during the quarter.
  • Sanctuary Advisors sold 20,147 Western Asset Municipal High Income Fund shares in Q4 2024, an estimated $142K.
  • Sanctuary Advisors first reported a position in Western Asset Municipal High Income Fund in Q2 2024 and held it in 2 quarters.
  • Sanctuary Advisors's Western Asset Municipal High Income Fund position peaked at $142K in Q3 2024.
  • 53 funds tracked by Wall St. Rank held Western Asset Municipal High Income Fund as of Q4 2024.

Based on Sanctuary Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.