SFP
MHI

Sandbox Financial Partners’s Pioneer Municipal High Income Fund MHI Stock Holding History

Sandbox Financial Partners’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
2023
Q4 		– Sell
-13,656
Closed -$98.7K – 94
2023
Q3 		$98.7K Sell
13,656
-5,127
-27% -$42K 0.05% 85
2023
Q2 		$160K Sell
18,783
-1,843
-9% -$15.9K 0.08% 91
2023
Q1 		$183K Buy
+20,626
New +$184K 0.11% 85

Other funds holding MHI

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Sandbox Financial Partners's MHI Position: Q4 2023 in Review

Sandbox Financial Partners sold out of Pioneer Municipal High Income Fund (MHI) in Q4 2023, closing a stake of 13,656 shares — an estimated $98.7K sold.

Sandbox Financial Partners first reported a position in MHI in Q1 2023 and held it in 3 quarters. The position peaked at $183K in Q1 2023. 60 funds tracked by Wall St. Rank hold MHI as of Q4 2023.

  • Sandbox Financial Partners reported no remaining Pioneer Municipal High Income Fund position as of Q4 2023 after selling out during the quarter.
  • Sandbox Financial Partners sold 13,656 Pioneer Municipal High Income Fund shares in Q4 2023, an estimated $98.7K.
  • Sandbox Financial Partners first reported a position in Pioneer Municipal High Income Fund in Q1 2023 and held it in 3 quarters.
  • Sandbox Financial Partners's Pioneer Municipal High Income Fund position peaked at $183K in Q1 2023.
  • 60 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q4 2023.

Based on Sandbox Financial Partners's 13F filing for Q4 2023, filed 18 Jan 2024.