MFS
CMK

MSI Financial Services’s MFS HIGH INCOME MUNI TR I CMK Stock Holding History

MSI Financial Services’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
2013
Q3 		– Sell
-400
Closed -$3K – 2559
2013
Q2 		$3K Buy
+400
New +$3.41K ﹤0.01% 2060

Other funds holding CMK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return
TC
TFS Capital West Chester, Pennsylvania $255M AUM 32.31% 1-Year Est. Return

MSI Financial Services's CMK Position: Q3 2013 in Review

MSI Financial Services sold out of MFS HIGH INCOME MUNI TR I (CMK) in Q3 2013, closing a stake of 400 shares — an estimated $3K sold.

MSI Financial Services first reported a position in CMK in Q2 2013 and held it in 1 quarter. The position peaked at $3K in Q2 2013. 29 funds tracked by Wall St. Rank hold CMK as of Q3 2013.

  • MSI Financial Services reported no remaining MFS HIGH INCOME MUNI TR I position as of Q3 2013 after selling out during the quarter.
  • MSI Financial Services sold 400 MFS HIGH INCOME MUNI TR I shares in Q3 2013, an estimated $3K.
  • MSI Financial Services first reported a position in MFS HIGH INCOME MUNI TR I in Q2 2013 and held it in 1 quarter.
  • MSI Financial Services's MFS HIGH INCOME MUNI TR I position peaked at $3K in Q2 2013.
  • 29 funds tracked by Wall St. Rank held MFS HIGH INCOME MUNI TR I as of Q3 2013.

Based on MSI Financial Services's 13F filing for Q3 2013, filed 7 Nov 2013.