SBIA
MHI

Sheaff Brock Investment Advisors’s Pioneer Municipal High Income Fund MHI Stock Holding History

Sheaff Brock Investment Advisors’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
-15,500
Closed -$112K – 492
2023
Q3 		$112K Hold
15,500
– – 0.01% 425
2023
Q2 		$132K Sell
15,500
-3,567
-19% -$30.7K 0.01% 445
2023
Q1 		$170K Buy
19,067
+48
+0.3% +$429 0.02% 458
2022
Q4 		$163K Sell
19,019
-8,126
-30% -$69.1K 0.02% 438
2022
Q3 		$223K Hold
27,145
– – 0.02% 389
2022
Q2 		$252K Hold
27,145
– – 0.02% 374
2022
Q1 		$285K Sell
27,145
-2,295
-8% -$25.7K 0.02% 391
2021
Q4 		$360K Buy
29,440
+30
+0.1% +$364 0.02% 338
2021
Q3 		$357K Buy
29,410
+31
+0.1% +$395 0.03% 333
2021
Q2 		$381K Sell
29,379
-663
-2% -$8.42K 0.03% 319
2021
Q1 		$372K Buy
30,042
+40
+0.1% +$496 0.03% 306
2020
Q4 		$373K Buy
30,002
+40
+0.1% +$476 0.03% 287
2020
Q3 		$347K Buy
29,962
+35
+0.1% +$411 0.03% 273
2020
Q2 		$338K Buy
29,927
+36
+0.1% +$402 0.03% 280
2020
Q1 		$338K Buy
29,891
+1,535
+5% +$18.2K 0.04% 249
2019
Q4 		$343K Sell
28,356
-3,544
-11% -$43.1K 0.03% 310
2019
Q3 		$397K Buy
31,900
+2,000
+7% +$24.9K 0.04% 285
2019
Q2 		$365K Hold
29,900
– – 0.04% 305
2019
Q1 		$357K Sell
29,900
-700
-2% -$8.02K 0.04% 318
2018
Q4 		$335K Buy
30,600
+1,000
+3% +$10.9K 0.05% 297
2018
Q3 		$329K Hold
29,600
– – 0.03% 340
2018
Q2 		$338K Buy
29,600
+1,200
+4% +$13.6K 0.03% 336
2018
Q1 		$320K Buy
28,400
+14,500
+104% +$166K 0.03% 346
2017
Q4 		$165K Buy
13,900
+700
+5% +$8.31K 0.02% 478
2017
Q3 		$159K Buy
+13,200
New +$159K 0.02% 510

Other funds holding MHI

SCM
Saba Capital Management New York $3.62B AUM 12.96% 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 26.7% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 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

Sheaff Brock Investment Advisors's MHI Position: Q4 2023 in Review

Sheaff Brock Investment Advisors sold out of Pioneer Municipal High Income Fund (MHI) in Q4 2023, closing a stake of 15,500 shares — an estimated $112K sold.

Sheaff Brock Investment Advisors first reported a position in MHI in Q3 2017 and held it in 25 quarters. The position peaked at $397K in Q3 2019. 60 funds tracked by Wall St. Rank hold MHI as of Q4 2023.

  • Sheaff Brock Investment Advisors reported no remaining Pioneer Municipal High Income Fund position as of Q4 2023 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 15,500 Pioneer Municipal High Income Fund shares in Q4 2023, an estimated $112K.
  • Sheaff Brock Investment Advisors first reported a position in Pioneer Municipal High Income Fund in Q3 2017 and held it in 25 quarters.
  • Sheaff Brock Investment Advisors's Pioneer Municipal High Income Fund position peaked at $397K in Q3 2019.
  • 60 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q4 2023.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.