First Trust Advisors
CMK

First Trust Advisors’s MFS HIGH INCOME MUNI TR I CMK Stock Holding History

First Trust Advisors’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
2014
Q1 		– Sell
-10,605
Closed -$86K – 2362
2013
Q4 		$86K Sell
10,605
-3,940
-27% -$31.7K ﹤0.01% 2191
2013
Q3 		$116K Sell
14,545
-8,202
-36% -$66.1K ﹤0.01% 2223
2013
Q2 		$185K Buy
+22,747
New +$194K ﹤0.01% 2163

Other funds holding CMK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
PVWM
Point View Wealth Management Summit, New Jersey $246M AUM 10.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return

First Trust Advisors's CMK Position: Q1 2014 in Review

First Trust Advisors sold out of MFS HIGH INCOME MUNI TR I (CMK) in Q1 2014, closing a stake of 10,605 shares — an estimated $86K sold.

First Trust Advisors first reported a position in CMK in Q2 2013 and held it in 3 quarters. The position peaked at $185K in Q2 2013. 28 funds tracked by Wall St. Rank hold CMK as of Q1 2014.

  • First Trust Advisors reported no remaining MFS HIGH INCOME MUNI TR I position as of Q1 2014 after selling out during the quarter.
  • First Trust Advisors sold 10,605 MFS HIGH INCOME MUNI TR I shares in Q1 2014, an estimated $86K.
  • First Trust Advisors first reported a position in MFS HIGH INCOME MUNI TR I in Q2 2013 and held it in 3 quarters.
  • First Trust Advisors's MFS HIGH INCOME MUNI TR I position peaked at $185K in Q2 2013.
  • 28 funds tracked by Wall St. Rank held MFS HIGH INCOME MUNI TR I as of Q1 2014.

Based on First Trust Advisors's 13F filing for Q1 2014, filed 12 May 2014.