BFEC
CMU

Benjamin F. Edwards & Company’s MFS High Yield Municipal Trust CMU Stock Holding History

Benjamin F. Edwards & Company’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
-2,150
Closed -$9K – 1616
2020
Q3 		$9K Hold
2,150
– – ﹤0.01% 1293
2020
Q2 		$9K Hold
2,150
– – ﹤0.01% 1300
2020
Q1 		$9K Buy
2,150
+1,613
+300% +$7.46K ﹤0.01% 1283
2019
Q4 		$3K Buy
+537
New +$2.53K ﹤0.01% 1703

Other funds holding CMU

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
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 $43.3B AUM 29.3% 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

Benjamin F. Edwards & Company's CMU Position: Q4 2020 in Review

Benjamin F. Edwards & Company sold out of MFS High Yield Municipal Trust (CMU) in Q4 2020, closing a stake of 2,150 shares — an estimated $9K sold.

Benjamin F. Edwards & Company first reported a position in CMU in Q4 2019 and held it in 4 quarters. The position peaked at $9K in Q3 2020. 34 funds tracked by Wall St. Rank hold CMU as of Q4 2020.

  • Benjamin F. Edwards & Company reported no remaining MFS High Yield Municipal Trust position as of Q4 2020 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 2,150 MFS High Yield Municipal Trust shares in Q4 2020, an estimated $9K.
  • Benjamin F. Edwards & Company first reported a position in MFS High Yield Municipal Trust in Q4 2019 and held it in 4 quarters.
  • Benjamin F. Edwards & Company's MFS High Yield Municipal Trust position peaked at $9K in Q3 2020.
  • 34 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q4 2020.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2020, filed 16 Feb 2021.