NFSG
CMU

Newbridge Financial Services Group’s MFS High Yield Municipal Trust CMU Stock Holding History

Newbridge Financial Services 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
2021
Q3 		– Sell
-2,764
Closed -$13K – 1426
2021
Q2 		$13K Hold
2,764
– – 0.01% 899
2021
Q1 		$12K Sell
2,764
-1,620
-37% -$7.27K 0.01% 837
2020
Q4 		$19K Sell
4,384
-384
-8% -$1.65K 0.02% 552
2020
Q3 		$20K Buy
+4,768
New +$20.4K 0.02% 499

Other funds holding CMU

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 0.66% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Newbridge Financial Services Group's CMU Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of MFS High Yield Municipal Trust (CMU) in Q3 2021, closing a stake of 2,764 shares — an estimated $13K sold.

Newbridge Financial Services Group first reported a position in CMU in Q3 2020 and held it in 4 quarters. The position peaked at $20K in Q3 2020. 34 funds tracked by Wall St. Rank hold CMU as of Q3 2021.

  • Newbridge Financial Services Group reported no remaining MFS High Yield Municipal Trust position as of Q3 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 2,764 MFS High Yield Municipal Trust shares in Q3 2021, an estimated $13K.
  • Newbridge Financial Services Group first reported a position in MFS High Yield Municipal Trust in Q3 2020 and held it in 4 quarters.
  • Newbridge Financial Services Group's MFS High Yield Municipal Trust position peaked at $20K in Q3 2020.
  • 34 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.