CI
CMU

CX Institutional’s MFS High Yield Municipal Trust CMU Stock Holding History

CX Institutional’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
2025
Q3 		– Sell
-14,000
Closed -$47K – 1383
2025
Q2 		$47K Hold
14,000
– – ﹤0.01% 861
2025
Q1 		$49K Buy
+14,000
New +$49.5K ﹤0.01% 836

Other funds holding CMU

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

CX Institutional's CMU Position: Q3 2025 in Review

CX Institutional sold out of MFS High Yield Municipal Trust (CMU) in Q3 2025, closing a stake of 14,000 shares — an estimated $47K sold.

CX Institutional first reported a position in CMU in Q1 2025 and held it in 2 quarters. The position peaked at $49K in Q1 2025. 39 funds tracked by Wall St. Rank hold CMU as of Q3 2025.

  • CX Institutional reported no remaining MFS High Yield Municipal Trust position as of Q3 2025 after selling out during the quarter.
  • CX Institutional sold 14,000 MFS High Yield Municipal Trust shares in Q3 2025, an estimated $47K.
  • CX Institutional first reported a position in MFS High Yield Municipal Trust in Q1 2025 and held it in 2 quarters.
  • CX Institutional's MFS High Yield Municipal Trust position peaked at $49K in Q1 2025.
  • 39 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q3 2025.

Based on CX Institutional's 13F filing for Q3 2025, filed 23 Oct 2025.