Jones Financial Companies
CMU

Jones Financial Companies’s MFS High Yield Municipal Trust CMU Stock Holding History

Jones Financial Companies’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
2021
Q2 		– Sell
-484
Closed -$2K – 650
2021
Q1 		$2K Hold
484
– – ﹤0.01% 725
2020
Q4 		$2K Buy
+484
New +$2.08K ﹤0.01% 591

Other funds holding CMU

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Jones Financial Companies's CMU Position: Q2 2021 in Review

Jones Financial Companies sold out of MFS High Yield Municipal Trust (CMU) in Q2 2021, closing a stake of 484 shares — an estimated $2K sold.

Jones Financial Companies first reported a position in CMU in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 30 funds tracked by Wall St. Rank hold CMU as of Q2 2021.

  • Jones Financial Companies reported no remaining MFS High Yield Municipal Trust position as of Q2 2021 after selling out during the quarter.
  • Jones Financial Companies sold 484 MFS High Yield Municipal Trust shares in Q2 2021, an estimated $2K.
  • Jones Financial Companies first reported a position in MFS High Yield Municipal Trust in Q4 2020 and held it in 2 quarters.
  • Jones Financial Companies's MFS High Yield Municipal Trust position peaked at $2K in Q1 2021.
  • 30 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q2 2021.

Based on Jones Financial Companies's 13F filing for Q2 2021, filed 12 Aug 2021.