GWS
CMU

Glassman Wealth Services’s MFS High Yield Municipal Trust CMU Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-5,000
Closed -$22K – 1421
2020
Q4 		$22K Hold
5,000
– – 0.01% 497
2020
Q3 		$21K Buy
+5,000
New +$21.4K 0.01% 432

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
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 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 0.66% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Glassman Wealth Services's CMU Position: Q1 2021 in Review

Glassman Wealth Services sold out of MFS High Yield Municipal Trust (CMU) in Q1 2021, closing a stake of 5,000 shares — an estimated $22K sold.

Glassman Wealth Services first reported a position in CMU in Q3 2020 and held it in 2 quarters. The position peaked at $22K in Q4 2020. 34 funds tracked by Wall St. Rank hold CMU as of Q1 2021.

  • Glassman Wealth Services reported no remaining MFS High Yield Municipal Trust position as of Q1 2021 after selling out during the quarter.
  • Glassman Wealth Services sold 5,000 MFS High Yield Municipal Trust shares in Q1 2021, an estimated $22K.
  • Glassman Wealth Services first reported a position in MFS High Yield Municipal Trust in Q3 2020 and held it in 2 quarters.
  • Glassman Wealth Services's MFS High Yield Municipal Trust position peaked at $22K in Q4 2020.
  • 34 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q1 2021.

Based on Glassman Wealth Services's 13F filing for Q1 2021, filed 5 May 2021.