Tobias Financial Advisors’s Western Asset Municipal High Income Fund MHF Stock Holding History

Tobias Financial Advisors’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
2021 Q1	–	Sell	-12,696	Closed	-$95K	–	70
2020 Q4	$95K	Sell	12,696 -12,696	-50%	-$93.6K	0.04%	63
2020 Q3	$189K	Hold	25,392	–	–	0.1%	60
2020 Q2	$181K	Hold	25,392	–	–	0.11%	56
2020 Q1	$180K	Hold	25,392	–	–	0.13%	50
2019 Q4	$192K	Buy	+25,392	New	+$193K	0.12%	52

Other funds holding MHF

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

1CP

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

RIA

Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

Tobias Financial Advisors's MHF Position: Q1 2021 in Review

Tobias Financial Advisors sold out of Western Asset Municipal High Income Fund (MHF) in Q1 2021, closing a stake of 12,696 shares — an estimated $95K sold.

Tobias Financial Advisors first reported a position in MHF in Q4 2019 and held it in 5 quarters. The position peaked at $192K in Q4 2019. 41 funds tracked by Wall St. Rank hold MHF as of Q1 2021.

Tobias Financial Advisors reported no remaining Western Asset Municipal High Income Fund position as of Q1 2021 after selling out during the quarter.
Tobias Financial Advisors sold 12,696 Western Asset Municipal High Income Fund shares in Q1 2021, an estimated $95K.
Tobias Financial Advisors first reported a position in Western Asset Municipal High Income Fund in Q4 2019 and held it in 5 quarters.
Tobias Financial Advisors's Western Asset Municipal High Income Fund position peaked at $192K in Q4 2019.
41 funds tracked by Wall St. Rank held Western Asset Municipal High Income Fund as of Q1 2021.

Based on Tobias Financial Advisors's 13F filing for Q1 2021, filed 7 May 2021.