MIG
CMU

Mariner Investment Group’s MFS High Yield Municipal Trust CMU Stock Holding History

Mariner Investment Group’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
2023
Q1 		– Sell
-185,095
Closed -$579K – 27
2022
Q4 		$579K Sell
185,095
-19,758
-10% -$60.6K 1.69% 15
2022
Q3 		$617K Buy
204,853
+48,300
+31% +$164K 0.69% 24
2022
Q2 		$526K Buy
+156,553
New +$546K 0.56% 30

Other funds holding CMU

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Mariner Investment Group's CMU Position: Q1 2023 in Review

Mariner Investment Group sold out of MFS High Yield Municipal Trust (CMU) in Q1 2023, closing a stake of 185,095 shares — an estimated $579K sold.

Mariner Investment Group first reported a position in CMU in Q2 2022 and held it in 3 quarters. The position peaked at $617K in Q3 2022. 47 funds tracked by Wall St. Rank hold CMU as of Q1 2023.

  • Mariner Investment Group reported no remaining MFS High Yield Municipal Trust position as of Q1 2023 after selling out during the quarter.
  • Mariner Investment Group sold 185,095 MFS High Yield Municipal Trust shares in Q1 2023, an estimated $579K.
  • Mariner Investment Group first reported a position in MFS High Yield Municipal Trust in Q2 2022 and held it in 3 quarters.
  • Mariner Investment Group's MFS High Yield Municipal Trust position peaked at $617K in Q3 2022.
  • 47 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q1 2023.

Based on Mariner Investment Group's 13F filing for Q1 2023, filed 12 May 2023.