AAS
CMU

Avantax Advisory Services’s MFS High Yield Municipal Trust CMU Stock Holding History

Avantax Advisory Services’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
2020
Q4 		– Sell
-14,894
Closed -$63K – 1005
2020
Q3 		$63K Buy
+14,894
New +$63.8K ﹤0.01% 1330

Other funds holding CMU

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CC
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RCM
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Osaic Holdings
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return

Avantax Advisory Services's CMU Position: Q4 2020 in Review

Avantax Advisory Services sold out of MFS High Yield Municipal Trust (CMU) in Q4 2020, closing a stake of 14,894 shares — an estimated $63K sold.

Avantax Advisory Services first reported a position in CMU in Q3 2020 and held it in 1 quarter. The position peaked at $63K in Q3 2020. 34 funds tracked by Wall St. Rank hold CMU as of Q4 2020.

  • Avantax Advisory Services reported no remaining MFS High Yield Municipal Trust position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 14,894 MFS High Yield Municipal Trust shares in Q4 2020, an estimated $63K.
  • Avantax Advisory Services first reported a position in MFS High Yield Municipal Trust in Q3 2020 and held it in 1 quarter.
  • Avantax Advisory Services's MFS High Yield Municipal Trust position peaked at $63K in Q3 2020.
  • 34 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.