AF
CMU

Advisornet Financial’s MFS High Yield Municipal Trust CMU Stock Holding History

Advisornet Financial’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
2019
Q3 		– Sell
-116
Closed -$1K – 1860
2019
Q2 		$1K Buy
+116
New +$540 ﹤0.01% 1567

Other funds holding CMU

CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MWPCG
Measured Wealth Private Client Group Portsmouth, New Hampshire $366M AUM 21.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Advisornet Financial's CMU Position: Q3 2019 in Review

Advisornet Financial sold out of MFS High Yield Municipal Trust (CMU) in Q3 2019, closing a stake of 116 shares — an estimated $1K sold.

Advisornet Financial first reported a position in CMU in Q2 2019 and held it in 1 quarter. The position peaked at $1K in Q2 2019. 32 funds tracked by Wall St. Rank hold CMU as of Q3 2019.

  • Advisornet Financial reported no remaining MFS High Yield Municipal Trust position as of Q3 2019 after selling out during the quarter.
  • Advisornet Financial sold 116 MFS High Yield Municipal Trust shares in Q3 2019, an estimated $1K.
  • Advisornet Financial first reported a position in MFS High Yield Municipal Trust in Q2 2019 and held it in 1 quarter.
  • Advisornet Financial's MFS High Yield Municipal Trust position peaked at $1K in Q2 2019.
  • 32 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q3 2019.

Based on Advisornet Financial's 13F filing for Q3 2019, filed 23 Oct 2019.