JMPWA
CMU

JP Morgan Private Wealth Advisors’s MFS High Yield Municipal Trust CMU Stock Holding History

JP Morgan Private Wealth 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
2017
Q1 		– Sell
-10,861
Closed -$48K – 1335
2016
Q4 		$48K Hold
10,861
– – ﹤0.01% 1226
2016
Q3 		$55K Hold
10,861
– – ﹤0.01% 1207
2016
Q2 		$53K Buy
+10,861
New +$53K ﹤0.01% 1233

Other funds holding CMU

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CMU Position: Q1 2017 in Review

JP Morgan Private Wealth Advisors sold out of MFS High Yield Municipal Trust (CMU) in Q1 2017, closing a stake of 10,861 shares — an estimated $48K sold.

JP Morgan Private Wealth Advisors first reported a position in CMU in Q2 2016 and held it in 3 quarters. The position peaked at $55K in Q3 2016. 27 funds tracked by Wall St. Rank hold CMU as of Q1 2017.

  • JP Morgan Private Wealth Advisors reported no remaining MFS High Yield Municipal Trust position as of Q1 2017 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 10,861 MFS High Yield Municipal Trust shares in Q1 2017, an estimated $48K.
  • JP Morgan Private Wealth Advisors first reported a position in MFS High Yield Municipal Trust in Q2 2016 and held it in 3 quarters.
  • JP Morgan Private Wealth Advisors's MFS High Yield Municipal Trust position peaked at $55K in Q3 2016.
  • 27 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q1 2017.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2017, filed 15 May 2017.