SNT
MHI

Security National Trust’s Pioneer Municipal High Income Fund MHI Stock Holding History

Security National Trust’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
2019
Q1 		– Sell
-300
Closed -$3K – 380
2018
Q4 		$3K Buy
+300
New +$3.26K ﹤0.01% 355

Other funds holding MHI

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 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
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Security National Trust's MHI Position: Q1 2019 in Review

Security National Trust sold out of Pioneer Municipal High Income Fund (MHI) in Q1 2019, closing a stake of 300 shares — an estimated $3K sold.

Security National Trust first reported a position in MHI in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 49 funds tracked by Wall St. Rank hold MHI as of Q1 2019.

  • Security National Trust reported no remaining Pioneer Municipal High Income Fund position as of Q1 2019 after selling out during the quarter.
  • Security National Trust sold 300 Pioneer Municipal High Income Fund shares in Q1 2019, an estimated $3K.
  • Security National Trust first reported a position in Pioneer Municipal High Income Fund in Q4 2018 and held it in 1 quarter.
  • Security National Trust's Pioneer Municipal High Income Fund position peaked at $3K in Q4 2018.
  • 49 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q1 2019.

Based on Security National Trust's 13F filing for Q1 2019, filed 25 Apr 2019.