MIM
CMU

Merrion Investment Management’s MFS High Yield Municipal Trust CMU Stock Holding History

Merrion Investment Management’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
2021
Q1 		– Sell
-1,140
Closed -$5K – 110
2020
Q4 		$5K Buy
+1,140
New +$4.89K ﹤0.01% 196

Other funds holding CMU

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Merrion Investment Management's CMU Position: Q1 2021 in Review

Merrion Investment Management sold out of MFS High Yield Municipal Trust (CMU) in Q1 2021, closing a stake of 1,140 shares — an estimated $5K sold.

Merrion Investment Management first reported a position in CMU in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 34 funds tracked by Wall St. Rank hold CMU as of Q1 2021.

  • Merrion Investment Management reported no remaining MFS High Yield Municipal Trust position as of Q1 2021 after selling out during the quarter.
  • Merrion Investment Management sold 1,140 MFS High Yield Municipal Trust shares in Q1 2021, an estimated $5K.
  • Merrion Investment Management first reported a position in MFS High Yield Municipal Trust in Q4 2020 and held it in 1 quarter.
  • Merrion Investment Management's MFS High Yield Municipal Trust position peaked at $5K in Q4 2020.
  • 34 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q1 2021.

Based on Merrion Investment Management's 13F filing for Q1 2021, filed 29 Apr 2021.