STA
MAV

Summit Trail Advisors’s Pioneer Municipal High Income Advantage Fund MAV Stock Holding History

Summit Trail Advisors’s Portfolio MAV Stock Details MAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-12,850
Closed -$104K – 415
2022
Q4 		$104K Buy
+12,850
New +$101K ﹤0.01% 388

Other funds holding MAV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Summit Trail Advisors's MAV Position: Q1 2023 in Review

Summit Trail Advisors sold out of Pioneer Municipal High Income Advantage Fund (MAV) in Q1 2023, closing a stake of 12,850 shares — an estimated $104K sold.

Summit Trail Advisors first reported a position in MAV in Q4 2022 and held it in 1 quarter. The position peaked at $104K in Q4 2022. 66 funds tracked by Wall St. Rank hold MAV as of Q1 2023.

  • Summit Trail Advisors reported no remaining Pioneer Municipal High Income Advantage Fund position as of Q1 2023 after selling out during the quarter.
  • Summit Trail Advisors sold 12,850 Pioneer Municipal High Income Advantage Fund shares in Q1 2023, an estimated $104K.
  • Summit Trail Advisors first reported a position in Pioneer Municipal High Income Advantage Fund in Q4 2022 and held it in 1 quarter.
  • Summit Trail Advisors's Pioneer Municipal High Income Advantage Fund position peaked at $104K in Q4 2022.
  • 66 funds tracked by Wall St. Rank held Pioneer Municipal High Income Advantage Fund as of Q1 2023.

Based on Summit Trail Advisors's 13F filing for Q1 2023, filed 4 May 2023.