PWA
CMU

Phoenix Wealth Advisors’s MFS High Yield Municipal Trust CMU Stock Holding History

Phoenix Wealth Advisors’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
2022
Q4 		– Sell
-10,900
Closed -$33K – 112
2022
Q3 		$33K Hold
10,900
– – 0.03% 106
2022
Q2 		$37K Hold
10,900
– – 0.04% 109
2022
Q1 		$41K Hold
10,900
– – 0.04% 91
2021
Q4 		$49K Buy
10,900
+2,200
+25% +$9.95K 0.04% 121
2021
Q3 		$40K Buy
+8,700
New +$41.4K 0.03% 205

Other funds holding CMU

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Phoenix Wealth Advisors's CMU Position: Q4 2022 in Review

Phoenix Wealth Advisors sold out of MFS High Yield Municipal Trust (CMU) in Q4 2022, closing a stake of 10,900 shares — an estimated $33K sold.

Phoenix Wealth Advisors first reported a position in CMU in Q3 2021 and held it in 5 quarters. The position peaked at $49K in Q4 2021. 47 funds tracked by Wall St. Rank hold CMU as of Q4 2022.

  • Phoenix Wealth Advisors reported no remaining MFS High Yield Municipal Trust position as of Q4 2022 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 10,900 MFS High Yield Municipal Trust shares in Q4 2022, an estimated $33K.
  • Phoenix Wealth Advisors first reported a position in MFS High Yield Municipal Trust in Q3 2021 and held it in 5 quarters.
  • Phoenix Wealth Advisors's MFS High Yield Municipal Trust position peaked at $49K in Q4 2021.
  • 47 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q4 2022.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.