Investors Capital Advisory Services’s MFS High Yield Municipal Trust CMU Stock Holding History

Investors Capital Advisory Services’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
2015 Q4	–	Sell	-10,000	Closed	-$43K	–	716
2015 Q3	$43K	Hold	10,000	–	–	0.01%	685
2015 Q2	$41K	Buy	+10,000	New	+$43.3K	0.01%	708
2014 Q1	–	Sell	-12,750	Closed	-$52K	–	682
2013 Q4	$52K	Buy	+12,750	New	+$52.3K	0.01%	614

Other funds holding CMU

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

NPC

National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

Investors Capital Advisory Services's CMU Position: Q4 2015 in Review

Investors Capital Advisory Services sold out of MFS High Yield Municipal Trust (CMU) in Q4 2015, closing a stake of 10,000 shares — an estimated $43K sold.

Investors Capital Advisory Services first reported a position in CMU in Q4 2013 and held it in 3 quarters. The position peaked at $52K in Q4 2013. 28 funds tracked by Wall St. Rank hold CMU as of Q4 2015.

Investors Capital Advisory Services reported no remaining MFS High Yield Municipal Trust position as of Q4 2015 after selling out during the quarter.
Investors Capital Advisory Services sold 10,000 MFS High Yield Municipal Trust shares in Q4 2015, an estimated $43K.
Investors Capital Advisory Services first reported a position in MFS High Yield Municipal Trust in Q4 2013 and held it in 3 quarters.
Investors Capital Advisory Services's MFS High Yield Municipal Trust position peaked at $52K in Q4 2013.
28 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q4 2015.

Based on Investors Capital Advisory Services's 13F filing for Q4 2015, filed 8 Feb 2016.