LPL Financial
CMK

LPL Financial’s MFS HIGH INCOME MUNI TR I CMK Stock Holding History

LPL Financial’s Portfolio CMK Stock Details CMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-20,052
Closed -$170K – 2982
2015
Q2 		$170K Buy
20,052
+2,885
+17% +$24.8K ﹤0.01% 2670
2015
Q1 		$146K Hold
17,167
– – ﹤0.01% 2625
2014
Q4 		$143K Sell
17,167
-75
-0.4% -$622 ﹤0.01% 2579
2014
Q3 		$144K Sell
17,242
-1,610
-9% -$13.5K ﹤0.01% 2555
2014
Q2 		$161K Buy
18,852
+2,135
+13% +$18K ﹤0.01% 2538
2014
Q1 		$139K Sell
16,717
-5,103
-23% -$42.1K ﹤0.01% 2525
2013
Q4 		$177K Buy
21,820
+1,897
+10% +$15.3K ﹤0.01% 2472
2013
Q3 		$159K Sell
19,923
-1,139
-5% -$9.19K ﹤0.01% 2382
2013
Q2 		$171K Buy
+21,062
New +$179K ﹤0.01% 2252

Other funds holding CMK

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

LPL Financial's CMK Position: Q3 2015 in Review

LPL Financial sold out of MFS HIGH INCOME MUNI TR I (CMK) in Q3 2015, closing a stake of 20,052 shares — an estimated $170K sold.

LPL Financial first reported a position in CMK in Q2 2013 and held it in 9 quarters. The position peaked at $177K in Q4 2013. 6 funds tracked by Wall St. Rank hold CMK as of Q3 2015.

  • LPL Financial reported no remaining MFS HIGH INCOME MUNI TR I position as of Q3 2015 after selling out during the quarter.
  • LPL Financial sold 20,052 MFS HIGH INCOME MUNI TR I shares in Q3 2015, an estimated $170K.
  • LPL Financial first reported a position in MFS HIGH INCOME MUNI TR I in Q2 2013 and held it in 9 quarters.
  • LPL Financial's MFS HIGH INCOME MUNI TR I position peaked at $177K in Q4 2013.
  • 6 funds tracked by Wall St. Rank held MFS HIGH INCOME MUNI TR I as of Q3 2015.

Based on LPL Financial's 13F filing for Q3 2015, filed 13 Nov 2015.