Windsor Capital Management’s Pioneer Municipal High Income Fund MHI Stock Holding History

Windsor Capital Management’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
2015 Q4	–	Sell	-916	Closed	-$11K	–	291
2015 Q3	$11K	Buy	+916	New	+$11.2K	0.01%	324
2014 Q1	–	Sell	-1,588	Closed	-$22K	–	206
2013 Q4	$22K	Buy	1,588 +16	+1%	+$221	0.01%	258
2013 Q3	$22K	Sell	1,572 -1,374	-47%	-$19.2K	0.01%	270
2013 Q2	$44K	Buy	+2,946	New	+$46K	0.03%	175

Other funds holding MHI

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RCM

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

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

ICAS

Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Windsor Capital Management's MHI Position: Q4 2015 in Review

Windsor Capital Management sold out of Pioneer Municipal High Income Fund (MHI) in Q4 2015, closing a stake of 916 shares — an estimated $11K sold.

Windsor Capital Management first reported a position in MHI in Q2 2013 and held it in 4 quarters. The position peaked at $44K in Q2 2013. 36 funds tracked by Wall St. Rank hold MHI as of Q4 2015.

Windsor Capital Management reported no remaining Pioneer Municipal High Income Fund position as of Q4 2015 after selling out during the quarter.
Windsor Capital Management sold 916 Pioneer Municipal High Income Fund shares in Q4 2015, an estimated $11K.
Windsor Capital Management first reported a position in Pioneer Municipal High Income Fund in Q2 2013 and held it in 4 quarters.
Windsor Capital Management's Pioneer Municipal High Income Fund position peaked at $44K in Q2 2013.
36 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.