SFS
MHF

Sowell Financial Services’s Western Asset Municipal High Income Fund MHF Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-5,360
Closed -$42K – 1856
2021
Q1 		$42K Buy
+5,360
New +$41.5K ﹤0.01% 1726

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RJFSA
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Wells Fargo
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Baird Financial Group
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sowell Financial Services's MHF Position: Q2 2021 in Review

Sowell Financial Services sold out of Western Asset Municipal High Income Fund (MHF) in Q2 2021, closing a stake of 5,360 shares — an estimated $42K sold.

Sowell Financial Services first reported a position in MHF in Q1 2021 and held it in 1 quarter. The position peaked at $42K in Q1 2021. 41 funds tracked by Wall St. Rank hold MHF as of Q2 2021.

  • Sowell Financial Services reported no remaining Western Asset Municipal High Income Fund position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 5,360 Western Asset Municipal High Income Fund shares in Q2 2021, an estimated $42K.
  • Sowell Financial Services first reported a position in Western Asset Municipal High Income Fund in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Western Asset Municipal High Income Fund position peaked at $42K in Q1 2021.
  • 41 funds tracked by Wall St. Rank held Western Asset Municipal High Income Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.