ACA
CMU

Ackerman Capital Advisors’s MFS High Yield Municipal Trust CMU Stock Holding History

Ackerman Capital Advisors’s Portfolio CMU Stock Details CMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-19,011
Closed -$69.7K – 101
2024
Q3 		$69.7K Buy
+19,011
New +$67.5K 0.02% 99
2023
Q2 		– Sell
-36,590
Closed -$117K – 103
2023
Q1 		$117K Sell
36,590
-156,577
-81% -$504K 0.03% 96
2022
Q4 		$605K Buy
193,167
+10,126
+6% +$31.1K 0.16% 61
2022
Q3 		$551K Sell
183,041
-36,456
-17% -$124K 0.16% 61
2022
Q2 		$738K Sell
219,497
-12,458
-5% -$43.4K 0.2% 53
2022
Q1 		$898K Buy
231,955
+7,406
+3% +$30.6K 0.21% 52
2021
Q4 		$1.01M Buy
224,549
+148,166
+194% +$670K 0.23% 50
2021
Q3 		$351K Buy
76,383
+30,128
+65% +$143K 0.08% 80
2021
Q2 		$220K Sell
46,255
-3,612
-7% -$16.9K 0.05% 113
2021
Q1 		$222K Sell
49,867
-122
-0.2% -$547 0.05% 116
2020
Q4 		$220K Buy
+49,989
New +$215K 0.06% 106
2020
Q3 		– Sell
-16,359
Closed -$67K – 126
2020
Q2 		$67K Buy
+16,359
New +$65.2K 0.02% 123

Other funds holding CMU

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Ackerman Capital Advisors's CMU Position: Q4 2024 in Review

Ackerman Capital Advisors sold out of MFS High Yield Municipal Trust (CMU) in Q4 2024, closing a stake of 19,011 shares — an estimated $69.7K sold.

Ackerman Capital Advisors first reported a position in CMU in Q2 2020 and held it in 12 quarters. The position peaked at $1.01M in Q4 2021. 42 funds tracked by Wall St. Rank hold CMU as of Q4 2024.

  • Ackerman Capital Advisors reported no remaining MFS High Yield Municipal Trust position as of Q4 2024 after selling out during the quarter.
  • Ackerman Capital Advisors sold 19,011 MFS High Yield Municipal Trust shares in Q4 2024, an estimated $69.7K.
  • Ackerman Capital Advisors first reported a position in MFS High Yield Municipal Trust in Q2 2020 and held it in 12 quarters.
  • Ackerman Capital Advisors's MFS High Yield Municipal Trust position peaked at $1.01M in Q4 2021.
  • 42 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q4 2024.

Based on Ackerman Capital Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.