HR
CMU

Howe & Rusling’s MFS High Yield Municipal Trust CMU Stock Holding History

Howe & Rusling’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
2013
Q3 		– Sell
-2,000
Closed -$9K – 886
2013
Q2 		$9K Buy
+2,000
New +$9.92K ﹤0.01% 631

Other funds holding CMU

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Howe & Rusling's CMU Position: Q3 2013 in Review

Howe & Rusling sold out of MFS High Yield Municipal Trust (CMU) in Q3 2013, closing a stake of 2,000 shares — an estimated $9K sold.

Howe & Rusling first reported a position in CMU in Q2 2013 and held it in 1 quarter. The position peaked at $9K in Q2 2013. 24 funds tracked by Wall St. Rank hold CMU as of Q3 2013.

  • Howe & Rusling reported no remaining MFS High Yield Municipal Trust position as of Q3 2013 after selling out during the quarter.
  • Howe & Rusling sold 2,000 MFS High Yield Municipal Trust shares in Q3 2013, an estimated $9K.
  • Howe & Rusling first reported a position in MFS High Yield Municipal Trust in Q2 2013 and held it in 1 quarter.
  • Howe & Rusling's MFS High Yield Municipal Trust position peaked at $9K in Q2 2013.
  • 24 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q3 2013.

Based on Howe & Rusling's 13F filing for Q3 2013, filed 8 Nov 2013.