CAN
CMU

Cetera Advisor Networks’s MFS High Yield Municipal Trust CMU Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$41K Buy
12,302
+889
+8% +$2.93K ﹤0.01% 2756
2023
Q4 		$37.8K Sell
11,413
-2,642
-19% -$8.15K ﹤0.01% 2719
2023
Q3 		$44K Sell
14,055
-4,035
-22% -$13.2K ﹤0.01% 2642
2023
Q2 		$58.3K Buy
18,090
+184
+1% +$587 ﹤0.01% 2513
2023
Q1 		$57.5K Buy
17,906
+3,563
+25% +$11.5K ﹤0.01% 2482
2022
Q4 		$44.9K Buy
+14,343
New +$44K ﹤0.01% 2452

Other funds holding CMU

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
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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
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

Cetera Advisor Networks's CMU Position: Q1 2024 in Review

Cetera Advisor Networks increased its MFS High Yield Municipal Trust (CMU) stake by 7.8% in Q1 2024, buying an estimated $2.93K and bringing the position to 12,302 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #2756.

Cetera Advisor Networks first reported a position in CMU in Q4 2022 and has held it in 6 quarters since. The position peaked at $58.3K in Q2 2023. 52 funds tracked by Wall St. Rank hold CMU as of Q1 2024.

  • Cetera Advisor Networks held 12,302 shares of MFS High Yield Municipal Trust worth $41K as of Q1 2024.
  • Cetera Advisor Networks bought 889 MFS High Yield Municipal Trust shares in Q1 2024, an estimated $2.93K.
  • MFS High Yield Municipal Trust made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2756 holding.
  • Cetera Advisor Networks first reported a position in MFS High Yield Municipal Trust in Q4 2022 and has held it in 6 quarters since.
  • Cetera Advisor Networks's MFS High Yield Municipal Trust position peaked at $58.3K in Q2 2023.
  • 52 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.