SWM
MHI

Spire Wealth Management’s Pioneer Municipal High Income Fund MHI Stock Holding History

Spire Wealth Management’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
2022
Q1 		– Sell
-3,000
Closed -$37K – 2735
2021
Q4 		$37K Sell
3,000
-2,050
-41% -$24.9K ﹤0.01% 1859
2021
Q3 		$61K Sell
5,050
-1,000
-17% -$12.7K ﹤0.01% 1397
2021
Q2 		$79K Hold
6,050
– – ﹤0.01% 1293
2021
Q1 		$75K Buy
+6,050
New +$75.1K ﹤0.01% 1520

Other funds holding MHI

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Spire Wealth Management's MHI Position: Q1 2022 in Review

Spire Wealth Management sold out of Pioneer Municipal High Income Fund (MHI) in Q1 2022, closing a stake of 3,000 shares — an estimated $37K sold.

Spire Wealth Management first reported a position in MHI in Q1 2021 and held it in 4 quarters. The position peaked at $79K in Q2 2021. 65 funds tracked by Wall St. Rank hold MHI as of Q1 2022.

  • Spire Wealth Management reported no remaining Pioneer Municipal High Income Fund position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 3,000 Pioneer Municipal High Income Fund shares in Q1 2022, an estimated $37K.
  • Spire Wealth Management first reported a position in Pioneer Municipal High Income Fund in Q1 2021 and held it in 4 quarters.
  • Spire Wealth Management's Pioneer Municipal High Income Fund position peaked at $79K in Q2 2021.
  • 65 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.