IA
CMU

IFP Advisors’s MFS High Yield Municipal Trust CMU Stock Holding History

IFP Advisors’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
Q3 		– Sell
-500
Closed -$1.61K – 3343
2023
Q2 		$1.61K Buy
+500
New +$1.6K ﹤0.01% 2947
2023
Q1 		– Sell
-504
Closed -$2K – 3553
2022
Q4 		$2K Hold
504
– – ﹤0.01% 4127
2022
Q3 		$2K Buy
+504
New +$1.71K ﹤0.01% 4328
2018
Q3 		– Sell
-24,168
Closed -$109K – 3850
2018
Q2 		$109K Buy
24,168
+16,026
+197% +$71.9K ﹤0.01% 1427
2018
Q1 		$38K Hold
8,142
– – ﹤0.01% 1980
2017
Q4 		$38K Sell
8,142
-666
-8% -$3.15K ﹤0.01% 2000
2017
Q3 		$42K Buy
8,808
+4,220
+92% +$20K ﹤0.01% 2092
2017
Q2 		$22K Buy
4,588
+666
+17% +$3.1K ﹤0.01% 2515
2017
Q1 		$18K Hold
3,922
– – ﹤0.01% 2557
2016
Q4 		$17K Sell
3,922
-6,293
-62% -$28.5K ﹤0.01% 2562
2016
Q3 		$52K Hold
10,215
– – ﹤0.01% 1780
2016
Q2 		$50K Buy
+10,215
New +$49.9K ﹤0.01% 1759
2016
Q1 		– Sell
-6,215
Closed -$28K – 2531
2015
Q4 		$28K Buy
+6,215
New +$27.7K ﹤0.01% 1960

Other funds holding CMU

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 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 $1.38B AUM 42.43% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

IFP Advisors's CMU Position: Q3 2023 in Review

IFP Advisors sold out of MFS High Yield Municipal Trust (CMU) in Q3 2023, closing a stake of 500 shares — an estimated $1.61K sold.

IFP Advisors first reported a position in CMU in Q4 2015 and held it in 13 quarters. The position peaked at $109K in Q2 2018. 49 funds tracked by Wall St. Rank hold CMU as of Q3 2023.

  • IFP Advisors reported no remaining MFS High Yield Municipal Trust position as of Q3 2023 after selling out during the quarter.
  • IFP Advisors sold 500 MFS High Yield Municipal Trust shares in Q3 2023, an estimated $1.61K.
  • IFP Advisors first reported a position in MFS High Yield Municipal Trust in Q4 2015 and held it in 13 quarters.
  • IFP Advisors's MFS High Yield Municipal Trust position peaked at $109K in Q2 2018.
  • 49 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q3 2023.

Based on IFP Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.