WAAG
MHI

Wealth Alliance Advisory Group’s Pioneer Municipal High Income Fund MHI Stock Holding History

Wealth Alliance Advisory Group’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
2022
Q4 		– Sell
-10,000
Closed -$82K – 183
2022
Q3 		$82K Buy
+10,000
New +$94.9K 0.04% 150

Other funds holding MHI

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 $2.99B AUM 3.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Wealth Alliance Advisory Group's MHI Position: Q4 2022 in Review

Wealth Alliance Advisory Group sold out of Pioneer Municipal High Income Fund (MHI) in Q4 2022, closing a stake of 10,000 shares — an estimated $82K sold.

Wealth Alliance Advisory Group first reported a position in MHI in Q3 2022 and held it in 1 quarter. The position peaked at $82K in Q3 2022. 57 funds tracked by Wall St. Rank hold MHI as of Q4 2022.

  • Wealth Alliance Advisory Group reported no remaining Pioneer Municipal High Income Fund position as of Q4 2022 after selling out during the quarter.
  • Wealth Alliance Advisory Group sold 10,000 Pioneer Municipal High Income Fund shares in Q4 2022, an estimated $82K.
  • Wealth Alliance Advisory Group first reported a position in Pioneer Municipal High Income Fund in Q3 2022 and held it in 1 quarter.
  • Wealth Alliance Advisory Group's Pioneer Municipal High Income Fund position peaked at $82K in Q3 2022.
  • 57 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q4 2022.

Based on Wealth Alliance Advisory Group's 13F filing for Q4 2022, filed 17 Jan 2023.