Measured Wealth Private Client Group’s MFS High Yield Municipal Trust CMU Stock Holding History

Measured Wealth Private Client 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
2020 Q3	–	Sell	-96,822	Closed	-$394K	–	140
2020 Q2	$394K	Hold	96,822	–	–	0.23%	56
2020 Q1	$409K	Hold	96,822	–	–	0.32%	48
2019 Q4	$458K	Hold	96,822	–	–	0.31%	52
2019 Q3	$454K	Buy	+96,822	New	+$462K	0.29%	55

Other funds holding CMU

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RIG

Ramiah Investment Group Brookfield, Wisconsin $131M AUM 20.75% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Measured Wealth Private Client Group's CMU Position: Q3 2020 in Review

Measured Wealth Private Client Group sold out of MFS High Yield Municipal Trust (CMU) in Q3 2020, closing a stake of 96,822 shares — an estimated $394K sold.

Measured Wealth Private Client Group first reported a position in CMU in Q3 2019 and held it in 4 quarters. The position peaked at $458K in Q4 2019. 30 funds tracked by Wall St. Rank hold CMU as of Q3 2020.

Measured Wealth Private Client Group reported no remaining MFS High Yield Municipal Trust position as of Q3 2020 after selling out during the quarter.
Measured Wealth Private Client Group sold 96,822 MFS High Yield Municipal Trust shares in Q3 2020, an estimated $394K.
Measured Wealth Private Client Group first reported a position in MFS High Yield Municipal Trust in Q3 2019 and held it in 4 quarters.
Measured Wealth Private Client Group's MFS High Yield Municipal Trust position peaked at $458K in Q4 2019.
30 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q3 2020.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2020, filed 15 Oct 2020.