Wealthcare Advisory Partners’s Pioneer Municipal High Income Fund MHI Stock Holding History

Wealthcare Advisory 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
2021 Q4	–	Sell	-11,600	Closed	-$141K	–	597
2021 Q3	$141K	Hold	11,600	–	–	0.01%	532
2021 Q2	$151K	Buy	11,600 +4,000	+53%	+$50.8K	0.01%	535
2021 Q1	$94K	Buy	+7,600	New	+$94.3K	0.01%	687
2020 Q2	–	Sell	-5,600	Closed	-$63K	–	950
2020 Q1	$63K	Buy	+5,600	New	+$66.3K	0.01%	462

Other funds holding MHI

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Wealthcare Advisory Partners's MHI Position: Q4 2021 in Review

Wealthcare Advisory Partners sold out of Pioneer Municipal High Income Fund (MHI) in Q4 2021, closing a stake of 11,600 shares — an estimated $141K sold.

Wealthcare Advisory Partners first reported a position in MHI in Q1 2020 and held it in 4 quarters. The position peaked at $151K in Q2 2021. 63 funds tracked by Wall St. Rank hold MHI as of Q4 2021.

Wealthcare Advisory Partners reported no remaining Pioneer Municipal High Income Fund position as of Q4 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 11,600 Pioneer Municipal High Income Fund shares in Q4 2021, an estimated $141K.
Wealthcare Advisory Partners first reported a position in Pioneer Municipal High Income Fund in Q1 2020 and held it in 4 quarters.
Wealthcare Advisory Partners's Pioneer Municipal High Income Fund position peaked at $151K in Q2 2021.
63 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q4 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2021, filed 11 Feb 2022.