Mid Atlantic Financial Management’s MFS High Yield Municipal Trust CMU Stock Holding History

Mid Atlantic Financial 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 Q3	$58K	Buy	+12,700	New	+$60.4K	﹤0.01%	893
2020 Q1	–	Sell	-15,000	Closed	-$71K	–	700
2019 Q4	$71K	Sell	15,000 -3,000	-17%	-$14.2K	0.01%	704
2019 Q3	$84K	Sell	18,000 -2,300	-11%	-$11K	0.01%	663
2019 Q2	$96K	Sell	20,300 -5,400	-21%	-$25.1K	0.01%	696
2019 Q1	$120K	Sell	25,700 -34,200	-57%	-$153K	0.01%	671
2018 Q4	$250K	Buy	+59,900	New	+$258K	0.03%	519

Other funds holding CMU

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

RJFSA

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

ACA

Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mid Atlantic Financial Management's CMU Position: Q3 2021 in Review

Mid Atlantic Financial Management opened a new position in MFS High Yield Municipal Trust (CMU) in Q3 2021: 12,700 shares worth $58K. The stake represents ﹤0.01% of the portfolio and ranks #893 among its holdings. This is a return to the name: Mid Atlantic Financial Management previously reported a position in CMU as recently as Q4 2019.

Mid Atlantic Financial Management first reported a position in CMU in Q4 2018 and has held it in 6 quarters since. The position peaked at $250K in Q4 2018. 34 funds tracked by Wall St. Rank hold CMU as of Q3 2021.

Mid Atlantic Financial Management held 12,700 shares of MFS High Yield Municipal Trust worth $58K as of Q3 2021.
MFS High Yield Municipal Trust was a new Mid Atlantic Financial Management position in Q3 2021.
MFS High Yield Municipal Trust made up ﹤0.01% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #893 holding.
Mid Atlantic Financial Management first reported a position in MFS High Yield Municipal Trust in Q4 2018 and has held it in 6 quarters since.
Mid Atlantic Financial Management's MFS High Yield Municipal Trust position peaked at $250K in Q4 2018.
34 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.