FIA
CMU

FNY Investment Advisers’s MFS High Yield Municipal Trust CMU Stock Holding History

FNY Investment Advisers’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
2021
Q2 		– Sell
-5,033
Closed -$22K – 808
2021
Q1 		$22K Sell
5,033
-2,087
-29% -$9.36K 0.01% 512
2020
Q4 		$31K Buy
+7,120
New +$30.6K 0.01% 462

Other funds holding CMU

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FNY Investment Advisers's CMU Position: Q2 2021 in Review

FNY Investment Advisers sold out of MFS High Yield Municipal Trust (CMU) in Q2 2021, closing a stake of 5,033 shares — an estimated $22K sold.

FNY Investment Advisers first reported a position in CMU in Q4 2020 and held it in 2 quarters. The position peaked at $31K in Q4 2020. 30 funds tracked by Wall St. Rank hold CMU as of Q2 2021.

  • FNY Investment Advisers reported no remaining MFS High Yield Municipal Trust position as of Q2 2021 after selling out during the quarter.
  • FNY Investment Advisers sold 5,033 MFS High Yield Municipal Trust shares in Q2 2021, an estimated $22K.
  • FNY Investment Advisers first reported a position in MFS High Yield Municipal Trust in Q4 2020 and held it in 2 quarters.
  • FNY Investment Advisers's MFS High Yield Municipal Trust position peaked at $31K in Q4 2020.
  • 30 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q2 2021.

Based on FNY Investment Advisers's 13F filing for Q2 2021, filed 14 Jul 2021.