WLPWM
MAV

Walled Lake Planning & Wealth Management’s Pioneer Municipal High Income Advantage Fund MAV Stock Holding History

Walled Lake Planning & Wealth Management’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
2021
Q1 		– Sell
-7
Closed – – 351
2020
Q4 		$0 Sell
7
-6
-46% -$68 ﹤0.01% 340
2020
Q3 		$0 Hold
13
– – ﹤0.01% 356
2020
Q2 		$0 Hold
13
– – ﹤0.01% 357
2020
Q1 		$0 Buy
+13
New +$140 ﹤0.01% 349

Other funds holding MAV

MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Walled Lake Planning & Wealth Management's MAV Position: Q1 2021 in Review

Walled Lake Planning & Wealth Management sold out of Pioneer Municipal High Income Advantage Fund (MAV) in Q1 2021, closing a stake of 7 shares.

Walled Lake Planning & Wealth Management first reported a position in MAV in Q1 2020 and held it in 4 quarters. The position peaked at $0 in Q4 2020. 48 funds tracked by Wall St. Rank hold MAV as of Q1 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Pioneer Municipal High Income Advantage Fund position as of Q1 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 7 Pioneer Municipal High Income Advantage Fund shares in Q1 2021.
  • Walled Lake Planning & Wealth Management first reported a position in Pioneer Municipal High Income Advantage Fund in Q1 2020 and held it in 4 quarters.
  • Walled Lake Planning & Wealth Management's Pioneer Municipal High Income Advantage Fund position peaked at $0 in Q4 2020.
  • 48 funds tracked by Wall St. Rank held Pioneer Municipal High Income Advantage Fund as of Q1 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.