FIMG
CMK

Financial & Investment Management Group’s MFS HIGH INCOME MUNI TR I CMK Stock Holding History

Financial & Investment Management Group’s Portfolio CMK Stock Details CMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-23,265
Closed -$197K – 138
2015
Q1 		$197K Sell
23,265
-54,643
-70% -$458K 0.05% 118
2014
Q4 		$650K Sell
77,908
-44,925
-37% -$373K 0.17% 89
2014
Q3 		$1.03M Sell
122,833
-725
-0.6% -$6.1K 0.3% 67
2014
Q2 		$1.05M Sell
123,558
-9,225
-7% -$78K 0.3% 62
2014
Q1 		$1.1M Hold
132,783
– – 0.32% 63
2013
Q4 		$1.08M Sell
132,783
-83,440
-39% -$672K 0.34% 67
2013
Q3 		$1.73M Sell
216,223
-1,379
-0.6% -$11.1K 0.66% 39
2013
Q2 		$1.77M Buy
+217,602
New +$1.85M 0.98% 27

Other funds holding CMK

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
PVWM
Point View Wealth Management Summit, New Jersey $246M AUM 10.77% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 17.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial & Investment Management Group's CMK Position: Q2 2015 in Review

Financial & Investment Management Group sold out of MFS HIGH INCOME MUNI TR I (CMK) in Q2 2015, closing a stake of 23,265 shares — an estimated $197K sold.

Financial & Investment Management Group first reported a position in CMK in Q2 2013 and held it in 8 quarters. The position peaked at $1.77M in Q2 2013. 22 funds tracked by Wall St. Rank hold CMK as of Q2 2015.

  • Financial & Investment Management Group reported no remaining MFS HIGH INCOME MUNI TR I position as of Q2 2015 after selling out during the quarter.
  • Financial & Investment Management Group sold 23,265 MFS HIGH INCOME MUNI TR I shares in Q2 2015, an estimated $197K.
  • Financial & Investment Management Group first reported a position in MFS HIGH INCOME MUNI TR I in Q2 2013 and held it in 8 quarters.
  • Financial & Investment Management Group's MFS HIGH INCOME MUNI TR I position peaked at $1.77M in Q2 2013.
  • 22 funds tracked by Wall St. Rank held MFS HIGH INCOME MUNI TR I as of Q2 2015.

Based on Financial & Investment Management Group's 13F filing for Q2 2015, filed 8 Jul 2015.