CFA
CMU

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

Camarda Financial Advisors’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
2016
Q2 		– Sell
-3,585
Closed -$17K – 269
2016
Q1 		$17K Buy
+3,585
New +$16.9K 0.01% 171

Other funds holding CMU

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Camarda Financial Advisors's CMU Position: Q2 2016 in Review

Camarda Financial Advisors sold out of MFS High Yield Municipal Trust (CMU) in Q2 2016, closing a stake of 3,585 shares — an estimated $17K sold.

Camarda Financial Advisors first reported a position in CMU in Q1 2016 and held it in 1 quarter. The position peaked at $17K in Q1 2016. 29 funds tracked by Wall St. Rank hold CMU as of Q2 2016.

  • Camarda Financial Advisors reported no remaining MFS High Yield Municipal Trust position as of Q2 2016 after selling out during the quarter.
  • Camarda Financial Advisors sold 3,585 MFS High Yield Municipal Trust shares in Q2 2016, an estimated $17K.
  • Camarda Financial Advisors first reported a position in MFS High Yield Municipal Trust in Q1 2016 and held it in 1 quarter.
  • Camarda Financial Advisors's MFS High Yield Municipal Trust position peaked at $17K in Q1 2016.
  • 29 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q2 2016.

Based on Camarda Financial Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.