KLI
CMU

Kelman-Lazarov Inc’s MFS High Yield Municipal Trust CMU Stock Holding History

Kelman-Lazarov Inc’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
-373
Closed -$1.65K – 128
2016
Q4 		$1.65K Hold
373
– – ﹤0.01% 287
2016
Q3 		$1.86K Hold
373
– – ﹤0.01% 339
2016
Q2 		$1.83K Hold
373
– – ﹤0.01% 330
2016
Q1 		$2K Buy
+373
New +$1.76K ﹤0.01% 322

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 $79.5B AUM 27.1% 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

Kelman-Lazarov Inc's CMU Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of MFS High Yield Municipal Trust (CMU) in Q1 2017, closing a stake of 373 shares — an estimated $1.65K sold.

Kelman-Lazarov Inc first reported a position in CMU in Q1 2016 and held it in 4 quarters. The position peaked at $2K in Q1 2016. 27 funds tracked by Wall St. Rank hold CMU as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining MFS High Yield Municipal Trust position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 373 MFS High Yield Municipal Trust shares in Q1 2017, an estimated $1.65K.
  • Kelman-Lazarov Inc first reported a position in MFS High Yield Municipal Trust in Q1 2016 and held it in 4 quarters.
  • Kelman-Lazarov Inc's MFS High Yield Municipal Trust position peaked at $2K in Q1 2016.
  • 27 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.