GWM
CMU

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

Gupta 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
2015
Q4 		– Sell
-4,000
Closed -$17K – 1258
2015
Q3 		$17K Buy
+4,000
New +$16.9K ﹤0.01% 730

Other funds holding CMU

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LCM
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

Gupta Wealth Management's CMU Position: Q4 2015 in Review

Gupta Wealth Management sold out of MFS High Yield Municipal Trust (CMU) in Q4 2015, closing a stake of 4,000 shares — an estimated $17K sold.

Gupta Wealth Management first reported a position in CMU in Q3 2015 and held it in 1 quarter. The position peaked at $17K in Q3 2015. 28 funds tracked by Wall St. Rank hold CMU as of Q4 2015.

  • Gupta Wealth Management reported no remaining MFS High Yield Municipal Trust position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 4,000 MFS High Yield Municipal Trust shares in Q4 2015, an estimated $17K.
  • Gupta Wealth Management first reported a position in MFS High Yield Municipal Trust in Q3 2015 and held it in 1 quarter.
  • Gupta Wealth Management's MFS High Yield Municipal Trust position peaked at $17K in Q3 2015.
  • 28 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.