SWP
MHI

Stratos Wealth Partners’s Pioneer Municipal High Income Fund MHI Stock Holding History

Stratos Wealth Partners’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
2015
Q3 		– Sell
-32,415
Closed -$393K – 583
2015
Q2 		$393K Hold
32,415
– – 0.05% 303
2015
Q1 		$470K Hold
32,415
– – 0.06% 311
2014
Q4 		$456K Buy
+32,415
New +$477K 0.08% 263

Other funds holding MHI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSA
Liberty Street Advisors New York $41.4M AUM 34.47% 1-Year Est. Return
ICAS
Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Stratos Wealth Partners's MHI Position: Q3 2015 in Review

Stratos Wealth Partners sold out of Pioneer Municipal High Income Fund (MHI) in Q3 2015, closing a stake of 32,415 shares — an estimated $393K sold.

Stratos Wealth Partners first reported a position in MHI in Q4 2014 and held it in 3 quarters. The position peaked at $470K in Q1 2015. 40 funds tracked by Wall St. Rank hold MHI as of Q3 2015.

  • Stratos Wealth Partners reported no remaining Pioneer Municipal High Income Fund position as of Q3 2015 after selling out during the quarter.
  • Stratos Wealth Partners sold 32,415 Pioneer Municipal High Income Fund shares in Q3 2015, an estimated $393K.
  • Stratos Wealth Partners first reported a position in Pioneer Municipal High Income Fund in Q4 2014 and held it in 3 quarters.
  • Stratos Wealth Partners's Pioneer Municipal High Income Fund position peaked at $470K in Q1 2015.
  • 40 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q3 2015.

Based on Stratos Wealth Partners's 13F filing for Q3 2015, filed 30 Oct 2015.