GCWM
CMU

Graham Capital Wealth Management’s MFS High Yield Municipal Trust CMU Stock Holding History

Graham Capital Wealth Management’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
2024
Q4 		– Sell
-81,353
Closed -$298K – 75
2024
Q3 		$298K Sell
81,353
-1,815
-2% -$6.45K 0.31% 44
2024
Q2 		$285K Buy
+83,168
New +$275K 0.39% 35

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 $1.66B AUM 59.71% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Graham Capital Wealth Management's CMU Position: Q4 2024 in Review

Graham Capital Wealth Management sold out of MFS High Yield Municipal Trust (CMU) in Q4 2024, closing a stake of 81,353 shares — an estimated $298K sold.

Graham Capital Wealth Management first reported a position in CMU in Q2 2024 and held it in 2 quarters. The position peaked at $298K in Q3 2024. 42 funds tracked by Wall St. Rank hold CMU as of Q4 2024.

  • Graham Capital Wealth Management reported no remaining MFS High Yield Municipal Trust position as of Q4 2024 after selling out during the quarter.
  • Graham Capital Wealth Management sold 81,353 MFS High Yield Municipal Trust shares in Q4 2024, an estimated $298K.
  • Graham Capital Wealth Management first reported a position in MFS High Yield Municipal Trust in Q2 2024 and held it in 2 quarters.
  • Graham Capital Wealth Management's MFS High Yield Municipal Trust position peaked at $298K in Q3 2024.
  • 42 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q4 2024.

Based on Graham Capital Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.