CFG
CMU

CKW Financial Group’s MFS High Yield Municipal Trust CMU Stock Holding History

CKW Financial Group’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
2019
Q2 		– Sell
-17,355
Closed -$81K – 160
2019
Q1 		$81K Hold
17,355
– – 0.02% 76
2018
Q4 		$72K Hold
17,355
– – 0.02% 74
2018
Q3 		$79K Hold
17,355
– – 0.01% 76
2018
Q2 		$78K Buy
+17,355
New +$77.9K 0.02% 73

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CKW Financial Group's CMU Position: Q2 2019 in Review

CKW Financial Group sold out of MFS High Yield Municipal Trust (CMU) in Q2 2019, closing a stake of 17,355 shares — an estimated $81K sold.

CKW Financial Group first reported a position in CMU in Q2 2018 and held it in 4 quarters. The position peaked at $81K in Q1 2019. 27 funds tracked by Wall St. Rank hold CMU as of Q2 2019.

  • CKW Financial Group reported no remaining MFS High Yield Municipal Trust position as of Q2 2019 after selling out during the quarter.
  • CKW Financial Group sold 17,355 MFS High Yield Municipal Trust shares in Q2 2019, an estimated $81K.
  • CKW Financial Group first reported a position in MFS High Yield Municipal Trust in Q2 2018 and held it in 4 quarters.
  • CKW Financial Group's MFS High Yield Municipal Trust position peaked at $81K in Q1 2019.
  • 27 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q2 2019.

Based on CKW Financial Group's 13F filing for Q2 2019, filed 12 Aug 2019.