CFGS
CMU

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

Concourse Financial Group Securities’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
2020
Q2 		– Sell
-1,000
Closed -$3.99K – 2100
2020
Q1 		$4K Buy
+1,000
New +$4.63K ﹤0.01% 1700

Other funds holding CMU

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MWPCG
Measured Wealth Private Client Group Portsmouth, New Hampshire $414M AUM 32.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RIG
Ramiah Investment Group Brookfield, Wisconsin $131M AUM 28.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Concourse Financial Group Securities's CMU Position: Q2 2020 in Review

Concourse Financial Group Securities sold out of MFS High Yield Municipal Trust (CMU) in Q2 2020, closing a stake of 1,000 shares — an estimated $3.99K sold.

Concourse Financial Group Securities first reported a position in CMU in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 30 funds tracked by Wall St. Rank hold CMU as of Q2 2020.

  • Concourse Financial Group Securities reported no remaining MFS High Yield Municipal Trust position as of Q2 2020 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,000 MFS High Yield Municipal Trust shares in Q2 2020, an estimated $3.99K.
  • Concourse Financial Group Securities first reported a position in MFS High Yield Municipal Trust in Q1 2020 and held it in 1 quarter.
  • Concourse Financial Group Securities's MFS High Yield Municipal Trust position peaked at $4K in Q1 2020.
  • 30 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q2 2020.

Based on Concourse Financial Group Securities's 13F filing for Q2 2020, filed 13 Aug 2020.