SWA
MHI

Sightline Wealth Advisors’s Pioneer Municipal High Income Fund MHI Stock Holding History

Sightline Wealth 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
-10,910
Closed -$78.9K – 74
2023
Q3 		$78.9K Buy
10,910
+99
+0.9% +$811 0.07% 64
2023
Q2 		$96.1K Hold
10,811
– – 0.1% 56
2023
Q1 		$96.1K Buy
10,811
+39
+0.4% +$348 0.1% 55
2022
Q4 		$92.4K Buy
10,772
+69
+0.6% +$587 0.1% 60
2022
Q3 		$90K Buy
10,703
+77
+0.7% +$730 0.11% 50
2022
Q2 		$98K Buy
10,626
+46
+0.4% +$442 0.1% 51
2022
Q1 		$111K Buy
10,580
+26
+0.2% +$291 0.09% 55
2021
Q4 		$129K Buy
10,554
+48
+0.5% +$582 0.12% 55
2021
Q3 		$127K Buy
10,506
+66
+0.6% +$841 0.11% 52
2021
Q2 		$136K Buy
10,440
+89
+0.9% +$1.13K 0.11% 52
2021
Q1 		$129K Sell
10,351
-4,812
-32% -$59.7K 0.12% 51
2020
Q4 		$189K Buy
+15,163
New +$181K 0.19% 51

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

Sightline Wealth Advisors's MHI Position: Q4 2023 in Review

Sightline Wealth Advisors sold out of Pioneer Municipal High Income Fund (MHI) in Q4 2023, closing a stake of 10,910 shares — an estimated $78.9K sold.

Sightline Wealth Advisors first reported a position in MHI in Q4 2020 and held it in 12 quarters. The position peaked at $189K in Q4 2020. 60 funds tracked by Wall St. Rank hold MHI as of Q4 2023.

  • Sightline Wealth Advisors reported no remaining Pioneer Municipal High Income Fund position as of Q4 2023 after selling out during the quarter.
  • Sightline Wealth Advisors sold 10,910 Pioneer Municipal High Income Fund shares in Q4 2023, an estimated $78.9K.
  • Sightline Wealth Advisors first reported a position in Pioneer Municipal High Income Fund in Q4 2020 and held it in 12 quarters.
  • Sightline Wealth Advisors's Pioneer Municipal High Income Fund position peaked at $189K in Q4 2020.
  • 60 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q4 2023.

Based on Sightline Wealth Advisors's 13F filing for Q4 2023, filed 23 Jan 2024.