WA
MHI

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

WFG 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
2013
Q3 		– Sell
-3,000
Closed -$45K – 2211
2013
Q2 		$45K Buy
+3,000
New +$46.8K 0.01% 924

Other funds holding MHI

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ICAS
Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

WFG Advisors's MHI Position: Q3 2013 in Review

WFG Advisors sold out of Pioneer Municipal High Income Fund (MHI) in Q3 2013, closing a stake of 3,000 shares — an estimated $45K sold.

WFG Advisors first reported a position in MHI in Q2 2013 and held it in 1 quarter. The position peaked at $45K in Q2 2013. 32 funds tracked by Wall St. Rank hold MHI as of Q3 2013.

  • WFG Advisors reported no remaining Pioneer Municipal High Income Fund position as of Q3 2013 after selling out during the quarter.
  • WFG Advisors sold 3,000 Pioneer Municipal High Income Fund shares in Q3 2013, an estimated $45K.
  • WFG Advisors first reported a position in Pioneer Municipal High Income Fund in Q2 2013 and held it in 1 quarter.
  • WFG Advisors's Pioneer Municipal High Income Fund position peaked at $45K in Q2 2013.
  • 32 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q3 2013.

Based on WFG Advisors's 13F filing for Q3 2013, filed 31 Oct 2013.