HH
CMU

Hilltop Holdings’s MFS High Yield Municipal Trust CMU Stock Holding History

Hilltop Holdings’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
2023
Q1 		– Sell
-15,000
Closed -$47K – 555
2022
Q4 		$47K Hold
15,000
– – 0.01% 525
2022
Q3 		$45K Hold
15,000
– – 0.01% 503
2022
Q2 		$50K Hold
15,000
– – 0.01% 511
2022
Q1 		$58K Hold
15,000
– – 0.01% 539
2021
Q4 		$68K Hold
15,000
– – 0.01% 583
2021
Q3 		$69K Hold
15,000
– – 0.01% 585
2021
Q2 		$71K Buy
+15,000
New +$70.2K 0.01% 555

Other funds holding CMU

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Hilltop Holdings's CMU Position: Q1 2023 in Review

Hilltop Holdings sold out of MFS High Yield Municipal Trust (CMU) in Q1 2023, closing a stake of 15,000 shares — an estimated $47K sold.

Hilltop Holdings first reported a position in CMU in Q2 2021 and held it in 7 quarters. The position peaked at $71K in Q2 2021. 47 funds tracked by Wall St. Rank hold CMU as of Q1 2023.

  • Hilltop Holdings reported no remaining MFS High Yield Municipal Trust position as of Q1 2023 after selling out during the quarter.
  • Hilltop Holdings sold 15,000 MFS High Yield Municipal Trust shares in Q1 2023, an estimated $47K.
  • Hilltop Holdings first reported a position in MFS High Yield Municipal Trust in Q2 2021 and held it in 7 quarters.
  • Hilltop Holdings's MFS High Yield Municipal Trust position peaked at $71K in Q2 2021.
  • 47 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q1 2023.

Based on Hilltop Holdings's 13F filing for Q1 2023, filed 15 May 2023.