IAA
CMU

Independent Advisor Alliance’s MFS High Yield Municipal Trust CMU Stock Holding History

Independent Advisor Alliance’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
Q1 		– Sell
-30,783
Closed -$146K – 477
2019
Q4 		$146K Buy
+30,783
New +$145K 0.01% 845

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MWPCG
Measured Wealth Private Client Group Portsmouth, New Hampshire $366M AUM 21.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Independent Advisor Alliance's CMU Position: Q1 2020 in Review

Independent Advisor Alliance sold out of MFS High Yield Municipal Trust (CMU) in Q1 2020, closing a stake of 30,783 shares — an estimated $146K sold.

Independent Advisor Alliance first reported a position in CMU in Q4 2019 and held it in 1 quarter. The position peaked at $146K in Q4 2019. 26 funds tracked by Wall St. Rank hold CMU as of Q1 2020.

  • Independent Advisor Alliance reported no remaining MFS High Yield Municipal Trust position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 30,783 MFS High Yield Municipal Trust shares in Q1 2020, an estimated $146K.
  • Independent Advisor Alliance first reported a position in MFS High Yield Municipal Trust in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's MFS High Yield Municipal Trust position peaked at $146K in Q4 2019.
  • 26 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.