Spire Wealth Management’s Western Asset Municipal High Income Fund MHF Stock Holding History

Spire Wealth Management’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
2023 Q2	–	Sell	-4,327	Closed	-$28.9K	–	2475
2023 Q1	$28.9K	Hold	4,327	–	–	﹤0.01%	1445
2022 Q4	$28K	Hold	4,327	–	–	﹤0.01%	1230
2022 Q3	$27K	Sell	4,327 -10,140	-70%	-$67.6K	﹤0.01%	1210
2022 Q2	$95K	Buy	14,467 +25	+0.2%	+$168	﹤0.01%	1058
2022 Q1	$102K	Sell	14,442 -458	-3%	-$3.36K	﹤0.01%	1157
2021 Q4	$120K	Buy	14,900 +525	+4%	+$4.33K	﹤0.01%	1321
2021 Q3	$114K	Buy	14,375 +34	+0.2%	+$278	﹤0.01%	1145
2021 Q2	$121K	Sell	14,341 -447	-3%	-$3.57K	﹤0.01%	1118
2021 Q1	$115K	Buy	+14,788	New	+$114K	﹤0.01%	1343

Other funds holding MHF

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Spire Wealth Management's MHF Position: Q2 2023 in Review

Spire Wealth Management sold out of Western Asset Municipal High Income Fund (MHF) in Q2 2023, closing a stake of 4,327 shares — an estimated $28.9K sold.

Spire Wealth Management first reported a position in MHF in Q1 2021 and held it in 9 quarters. The position peaked at $121K in Q2 2021. 46 funds tracked by Wall St. Rank hold MHF as of Q2 2023.

Spire Wealth Management reported no remaining Western Asset Municipal High Income Fund position as of Q2 2023 after selling out during the quarter.
Spire Wealth Management sold 4,327 Western Asset Municipal High Income Fund shares in Q2 2023, an estimated $28.9K.
Spire Wealth Management first reported a position in Western Asset Municipal High Income Fund in Q1 2021 and held it in 9 quarters.
Spire Wealth Management's Western Asset Municipal High Income Fund position peaked at $121K in Q2 2021.
46 funds tracked by Wall St. Rank held Western Asset Municipal High Income Fund as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.