Fidelity Investments
CMU

Fidelity Investments’s MFS High Yield Municipal Trust CMU Stock Holding History

Fidelity Investments’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
Q1 		– Sell
-1
Closed -$4 – 5354
2024
Q4 		$4 Buy
+1
New +$4 ﹤0.01% 5488
2024
Q2 		– Sell
-1
Closed -$3 – 5401
2024
Q1 		$3 Buy
+1
New +$3 ﹤0.01% 5316
2020
Q1 		– Sell
-1
Closed – – 3681
2019
Q4 		$0 Buy
+1
New +$5 ﹤0.01% 3828

Other funds holding CMU

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments's CMU Position: Q1 2025 in Review

Fidelity Investments sold out of MFS High Yield Municipal Trust (CMU) in Q1 2025, closing a stake of 1 share — an estimated $4 sold.

Fidelity Investments first reported a position in CMU in Q4 2019 and held it in 3 quarters. The position peaked at $4 in Q4 2024. 39 funds tracked by Wall St. Rank hold CMU as of Q1 2025.

  • Fidelity Investments reported no remaining MFS High Yield Municipal Trust position as of Q1 2025 after selling out during the quarter.
  • Fidelity Investments sold 1 MFS High Yield Municipal Trust share in Q1 2025, an estimated $4.
  • Fidelity Investments first reported a position in MFS High Yield Municipal Trust in Q4 2019 and held it in 3 quarters.
  • Fidelity Investments's MFS High Yield Municipal Trust position peaked at $4 in Q4 2024.
  • 39 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.