M
CMK

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

MOTCO’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
2014
Q4 		– Sell
-1,407
Closed -$12K – 656
2014
Q3 		$12K Hold
1,407
– – ﹤0.01% 444
2014
Q2 		$12K Hold
1,407
– – ﹤0.01% 440
2014
Q1 		$12K Hold
1,407
– – ﹤0.01% 416
2013
Q4 		$11K Hold
1,407
– – ﹤0.01% 446
2013
Q3 		$11K Hold
1,407
– – ﹤0.01% 441
2013
Q2 		$11K Buy
+1,407
New +$12K ﹤0.01% 451

Other funds holding CMK

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
PVWM
Point View Wealth Management Summit, New Jersey $246M AUM 10.77% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

MOTCO's CMK Position: Q4 2014 in Review

MOTCO sold out of MFS HIGH INCOME MUNI TR I (CMK) in Q4 2014, closing a stake of 1,407 shares — an estimated $12K sold.

MOTCO first reported a position in CMK in Q2 2013 and held it in 6 quarters. The position peaked at $12K in Q3 2014. 24 funds tracked by Wall St. Rank hold CMK as of Q4 2014.

  • MOTCO reported no remaining MFS HIGH INCOME MUNI TR I position as of Q4 2014 after selling out during the quarter.
  • MOTCO sold 1,407 MFS HIGH INCOME MUNI TR I shares in Q4 2014, an estimated $12K.
  • MOTCO first reported a position in MFS HIGH INCOME MUNI TR I in Q2 2013 and held it in 6 quarters.
  • MOTCO's MFS HIGH INCOME MUNI TR I position peaked at $12K in Q3 2014.
  • 24 funds tracked by Wall St. Rank held MFS HIGH INCOME MUNI TR I as of Q4 2014.

Based on MOTCO's 13F filing for Q4 2014, filed 5 Feb 2015.