WIA
MHI

Wealthstreet Investment Advisors’s Pioneer Municipal High Income Fund MHI Stock Holding History

Wealthstreet Investment Advisors’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
2020
Q4 		– Sell
-24,000
Closed -$278K – 353
2020
Q3 		$278K Hold
24,000
– – 0.03% 285
2020
Q2 		$271K Hold
24,000
– – 0.03% 281
2020
Q1 		$272K Hold
24,000
– – 0.04% 254
2019
Q4 		$290K Hold
24,000
– – 0.03% 295
2019
Q3 		$287K Hold
24,000
– – 0.04% 286
2019
Q2 		$293K Hold
24,000
– – 0.04% 283
2019
Q1 		$287K Hold
24,000
– – 0.04% 284
2018
Q4 		$273K Buy
+24,000
New +$261K 0.04% 277

Other funds holding MHI

MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealthstreet Investment Advisors's MHI Position: Q4 2020 in Review

Wealthstreet Investment Advisors sold out of Pioneer Municipal High Income Fund (MHI) in Q4 2020, closing a stake of 24,000 shares — an estimated $278K sold.

Wealthstreet Investment Advisors first reported a position in MHI in Q4 2018 and held it in 8 quarters. The position peaked at $293K in Q2 2019. 52 funds tracked by Wall St. Rank hold MHI as of Q4 2020.

  • Wealthstreet Investment Advisors reported no remaining Pioneer Municipal High Income Fund position as of Q4 2020 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 24,000 Pioneer Municipal High Income Fund shares in Q4 2020, an estimated $278K.
  • Wealthstreet Investment Advisors first reported a position in Pioneer Municipal High Income Fund in Q4 2018 and held it in 8 quarters.
  • Wealthstreet Investment Advisors's Pioneer Municipal High Income Fund position peaked at $293K in Q2 2019.
  • 52 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q4 2020.

Based on Wealthstreet Investment Advisors's 13F filing for Q4 2020, filed 20 Jan 2021.