HR
CMU

Hayden Royal’s MFS High Yield Municipal Trust CMU Stock Holding History

Hayden Royal’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
2020
Q4 		– Sell
-15,000
Closed -$63K – 485
2020
Q3 		$63K Buy
+15,000
New +$64.3K 0.03% 202

Other funds holding CMU

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 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
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 $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return

Hayden Royal's CMU Position: Q4 2020 in Review

Hayden Royal sold out of MFS High Yield Municipal Trust (CMU) in Q4 2020, closing a stake of 15,000 shares — an estimated $63K sold.

Hayden Royal first reported a position in CMU in Q3 2020 and held it in 1 quarter. The position peaked at $63K in Q3 2020. 34 funds tracked by Wall St. Rank hold CMU as of Q4 2020.

  • Hayden Royal reported no remaining MFS High Yield Municipal Trust position as of Q4 2020 after selling out during the quarter.
  • Hayden Royal sold 15,000 MFS High Yield Municipal Trust shares in Q4 2020, an estimated $63K.
  • Hayden Royal first reported a position in MFS High Yield Municipal Trust in Q3 2020 and held it in 1 quarter.
  • Hayden Royal's MFS High Yield Municipal Trust position peaked at $63K in Q3 2020.
  • 34 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q4 2020.

Based on Hayden Royal's 13F filing for Q4 2020, filed 16 Feb 2021.