CCP
CMU

Clough Capital Partners’s MFS High Yield Municipal Trust CMU Stock Holding History

Clough Capital Partners’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
2018
Q4 		– Sell
-85,031
Closed -$387K – 152
2018
Q3 		$387K Sell
85,031
-2,483
-3% -$11.2K 0.04% 119
2018
Q2 		$395K Hold
87,514
– – 0.04% 111
2018
Q1 		$389K Buy
87,514
+75,819
+648% +$340K 0.04% 112
2017
Q4 		$54K Buy
+11,695
New +$55.4K ﹤0.01% 132

Other funds holding CMU

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clough Capital Partners's CMU Position: Q4 2018 in Review

Clough Capital Partners sold out of MFS High Yield Municipal Trust (CMU) in Q4 2018, closing a stake of 85,031 shares — an estimated $387K sold.

Clough Capital Partners first reported a position in CMU in Q4 2017 and held it in 4 quarters. The position peaked at $395K in Q2 2018. 35 funds tracked by Wall St. Rank hold CMU as of Q4 2018.

  • Clough Capital Partners reported no remaining MFS High Yield Municipal Trust position as of Q4 2018 after selling out during the quarter.
  • Clough Capital Partners sold 85,031 MFS High Yield Municipal Trust shares in Q4 2018, an estimated $387K.
  • Clough Capital Partners first reported a position in MFS High Yield Municipal Trust in Q4 2017 and held it in 4 quarters.
  • Clough Capital Partners's MFS High Yield Municipal Trust position peaked at $395K in Q2 2018.
  • 35 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q4 2018.

Based on Clough Capital Partners's 13F filing for Q4 2018, filed 14 Feb 2019.