AIP
CMU

Ahrens Investment Partners’s MFS High Yield Municipal Trust CMU Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$1.83K Buy
+570
New +$1.83K ﹤0.01% 894
2022
Q3 		– Sell
-570
Closed -$2K – 295
2022
Q2 		$2K Hold
570
– – ﹤0.01% 859
2022
Q1 		$2K Hold
570
– – ﹤0.01% 938
2021
Q4 		$3K Buy
+570
New +$2.58K ﹤0.01% 929

Other funds holding CMU

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Ahrens Investment Partners's CMU Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in MFS High Yield Municipal Trust (CMU) in Q1 2023: 570 shares worth $1.83K. The stake represents ﹤0.01% of the portfolio and ranks #894 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in CMU as recently as Q2 2022.

Ahrens Investment Partners first reported a position in CMU in Q4 2021 and has held it in 4 quarters since. The position peaked at $3K in Q4 2021. 47 funds tracked by Wall St. Rank hold CMU as of Q1 2023.

  • Ahrens Investment Partners held 570 shares of MFS High Yield Municipal Trust worth $1.83K as of Q1 2023.
  • MFS High Yield Municipal Trust was a new Ahrens Investment Partners position in Q1 2023.
  • MFS High Yield Municipal Trust made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #894 holding.
  • Ahrens Investment Partners first reported a position in MFS High Yield Municipal Trust in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's MFS High Yield Municipal Trust position peaked at $3K in Q4 2021.
  • 47 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.