AW
CMU

Atlas Wealth’s MFS High Yield Municipal Trust CMU Stock Holding History

Atlas Wealth’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
Q4 		– Sell
-70,526
Closed -$221K – 89
2023
Q3 		$221K Buy
+70,526
New +$230K 0.04% 167
2023
Q2 		– Sell
-101,214
Closed -$325K – 232
2023
Q1 		$325K Buy
+101,214
New +$326K 0.06% 140

Other funds holding CMU

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 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

Atlas Wealth's CMU Position: Q4 2023 in Review

Atlas Wealth sold out of MFS High Yield Municipal Trust (CMU) in Q4 2023, closing a stake of 70,526 shares — an estimated $221K sold.

Atlas Wealth first reported a position in CMU in Q1 2023 and held it in 2 quarters. The position peaked at $325K in Q1 2023. 51 funds tracked by Wall St. Rank hold CMU as of Q4 2023.

  • Atlas Wealth reported no remaining MFS High Yield Municipal Trust position as of Q4 2023 after selling out during the quarter.
  • Atlas Wealth sold 70,526 MFS High Yield Municipal Trust shares in Q4 2023, an estimated $221K.
  • Atlas Wealth first reported a position in MFS High Yield Municipal Trust in Q1 2023 and held it in 2 quarters.
  • Atlas Wealth's MFS High Yield Municipal Trust position peaked at $325K in Q1 2023.
  • 51 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q4 2023.

Based on Atlas Wealth's 13F filing for Q4 2023, filed 8 Feb 2024.