DWM
CMU

Doyle Wealth Management’s MFS High Yield Municipal Trust CMU Stock Holding History

Doyle Wealth 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
-17,000
Closed -$66K – 215
2022
Q1 		$66K Buy
+17,000
New +$70.2K ﹤0.01% 247

Other funds holding CMU

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 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 $455M AUM 2.3% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

Doyle Wealth Management's CMU Position: Q2 2022 in Review

Doyle Wealth Management sold out of MFS High Yield Municipal Trust (CMU) in Q2 2022, closing a stake of 17,000 shares — an estimated $66K sold.

Doyle Wealth Management first reported a position in CMU in Q1 2022 and held it in 1 quarter. The position peaked at $66K in Q1 2022. 47 funds tracked by Wall St. Rank hold CMU as of Q2 2022.

  • Doyle Wealth Management reported no remaining MFS High Yield Municipal Trust position as of Q2 2022 after selling out during the quarter.
  • Doyle Wealth Management sold 17,000 MFS High Yield Municipal Trust shares in Q2 2022, an estimated $66K.
  • Doyle Wealth Management first reported a position in MFS High Yield Municipal Trust in Q1 2022 and held it in 1 quarter.
  • Doyle Wealth Management's MFS High Yield Municipal Trust position peaked at $66K in Q1 2022.
  • 47 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q2 2022.

Based on Doyle Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.