CHAM
CMU

Clear Harbor Asset Management’s MFS High Yield Municipal Trust CMU Stock Holding History

Clear Harbor Asset Management’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
2022
Q2 		– Sell
-21,640
Closed -$84K – 413
2022
Q1 		$84K Buy
21,640
+10,085
+87% +$41.7K 0.01% 382
2021
Q4 		$52K Buy
+11,555
New +$52.2K 0.01% 401

Other funds holding CMU

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Clear Harbor Asset Management's CMU Position: Q2 2022 in Review

Clear Harbor Asset Management sold out of MFS High Yield Municipal Trust (CMU) in Q2 2022, closing a stake of 21,640 shares — an estimated $84K sold.

Clear Harbor Asset Management first reported a position in CMU in Q4 2021 and held it in 2 quarters. The position peaked at $84K in Q1 2022. 47 funds tracked by Wall St. Rank hold CMU as of Q2 2022.

  • Clear Harbor Asset Management reported no remaining MFS High Yield Municipal Trust position as of Q2 2022 after selling out during the quarter.
  • Clear Harbor Asset Management sold 21,640 MFS High Yield Municipal Trust shares in Q2 2022, an estimated $84K.
  • Clear Harbor Asset Management first reported a position in MFS High Yield Municipal Trust in Q4 2021 and held it in 2 quarters.
  • Clear Harbor Asset Management's MFS High Yield Municipal Trust position peaked at $84K in Q1 2022.
  • 47 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q2 2022.

Based on Clear Harbor Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.