PVWM
CMK

Point View Wealth Management’s MFS HIGH INCOME MUNI TR I CMK Stock Holding History

Point View Wealth Management’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
2015
Q3 		– Sell
-149,929
Closed -$1.26M – 211
2015
Q2 		$1.26M Buy
149,929
+1,138
+0.8% +$9.79K 0.98% 26
2015
Q1 		$1.26M Buy
148,791
+6,192
+4% +$51.9K 0.97% 28
2014
Q4 		$1.19M Sell
142,599
-2,582
-2% -$21.4K 0.88% 34
2014
Q3 		$1.21M Buy
145,181
+22,102
+18% +$186K 1.03% 26
2014
Q2 		$1.05M Buy
123,079
+2,894
+2% +$24.5K 0.91% 28
2014
Q1 		$1M Buy
120,185
+17,327
+17% +$143K 0.91% 31
2013
Q4 		$834K Buy
+102,858
New +$829K 0.79% 40

Other funds holding CMK

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Point View Wealth Management's CMK Position: Q3 2015 in Review

Point View Wealth Management sold out of MFS HIGH INCOME MUNI TR I (CMK) in Q3 2015, closing a stake of 149,929 shares — an estimated $1.26M sold.

Point View Wealth Management first reported a position in CMK in Q4 2013 and held it in 7 quarters. The position peaked at $1.26M in Q2 2015. 6 funds tracked by Wall St. Rank hold CMK as of Q3 2015.

  • Point View Wealth Management reported no remaining MFS HIGH INCOME MUNI TR I position as of Q3 2015 after selling out during the quarter.
  • Point View Wealth Management sold 149,929 MFS HIGH INCOME MUNI TR I shares in Q3 2015, an estimated $1.26M.
  • Point View Wealth Management first reported a position in MFS HIGH INCOME MUNI TR I in Q4 2013 and held it in 7 quarters.
  • Point View Wealth Management's MFS HIGH INCOME MUNI TR I position peaked at $1.26M in Q2 2015.
  • 6 funds tracked by Wall St. Rank held MFS HIGH INCOME MUNI TR I as of Q3 2015.

Based on Point View Wealth Management's 13F filing for Q3 2015, filed 5 Nov 2015.