CRC
CMU

Curi RMB Capital’s MFS High Yield Municipal Trust CMU Stock Holding History

Curi RMB Capital’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
2021
Q1 		– Sell
-27,746
Closed -$122K – 474
2020
Q4 		$122K Buy
27,746
+8,853
+47% +$38K ﹤0.01% 570
2020
Q3 		$79K Buy
+18,893
New +$81K ﹤0.01% 591
2019
Q4 		– Sell
-22,420
Closed -$105K – 672
2019
Q3 		$105K Buy
+22,420
New +$107K ﹤0.01% 690

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
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Curi RMB Capital's CMU Position: Q1 2021 in Review

Curi RMB Capital sold out of MFS High Yield Municipal Trust (CMU) in Q1 2021, closing a stake of 27,746 shares — an estimated $122K sold.

Curi RMB Capital first reported a position in CMU in Q3 2019 and held it in 3 quarters. The position peaked at $122K in Q4 2020. 34 funds tracked by Wall St. Rank hold CMU as of Q1 2021.

  • Curi RMB Capital reported no remaining MFS High Yield Municipal Trust position as of Q1 2021 after selling out during the quarter.
  • Curi RMB Capital sold 27,746 MFS High Yield Municipal Trust shares in Q1 2021, an estimated $122K.
  • Curi RMB Capital first reported a position in MFS High Yield Municipal Trust in Q3 2019 and held it in 3 quarters.
  • Curi RMB Capital's MFS High Yield Municipal Trust position peaked at $122K in Q4 2020.
  • 34 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q1 2021.

Based on Curi RMB Capital's 13F filing for Q1 2021, filed 12 May 2021.