SIM
MHI

Strategic Investment Management’s Pioneer Municipal High Income Fund MHI Stock Holding History

Strategic Investment 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
2017
Q1 		– Sell
-10,337
Closed -$122K – 57
2016
Q4 		$122K Sell
10,337
-11,034
-52% -$136K 0.01% 103
2016
Q3 		$281K Buy
+21,371
New +$294K 0.2% 43

Other funds holding MHI

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Strategic Investment Management's MHI Position: Q1 2017 in Review

Strategic Investment Management sold out of Pioneer Municipal High Income Fund (MHI) in Q1 2017, closing a stake of 10,337 shares — an estimated $122K sold.

Strategic Investment Management first reported a position in MHI in Q3 2016 and held it in 2 quarters. The position peaked at $281K in Q3 2016. 52 funds tracked by Wall St. Rank hold MHI as of Q1 2017.

  • Strategic Investment Management reported no remaining Pioneer Municipal High Income Fund position as of Q1 2017 after selling out during the quarter.
  • Strategic Investment Management sold 10,337 Pioneer Municipal High Income Fund shares in Q1 2017, an estimated $122K.
  • Strategic Investment Management first reported a position in Pioneer Municipal High Income Fund in Q3 2016 and held it in 2 quarters.
  • Strategic Investment Management's Pioneer Municipal High Income Fund position peaked at $281K in Q3 2016.
  • 52 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q1 2017.

Based on Strategic Investment Management's 13F filing for Q1 2017, filed 15 May 2017.