Private Advisor Group’s MFS High Yield Municipal Trust CMU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-19,093
| Closed | -$66.3K | – | 2647 |
|
|
2025
Q3 | $66.3K | Hold |
19,093
| – | – | ﹤0.01% | 2441 |
|
|
2025
Q2 | $63.6K | Hold |
19,093
| – | – | ﹤0.01% | 2347 |
|
|
2025
Q1 | $66.6K | Hold |
19,093
| – | – | ﹤0.01% | 2224 |
|
|
2024
Q4 | $67.2K | Hold |
19,093
| – | – | ﹤0.01% | 2204 |
|
|
2024
Q3 | $70K | Hold |
19,093
| – | – | ﹤0.01% | 2333 |
|
|
2024
Q2 | $65.5K | Hold |
19,093
| – | – | ﹤0.01% | 2259 |
|
|
2024
Q1 | $63.6K | Hold |
19,093
| – | – | ﹤0.01% | 2233 |
|
|
2023
Q4 | $63.2K | Hold |
19,093
| – | – | ﹤0.01% | 2152 |
|
|
2023
Q3 | $59.8K | Hold |
19,093
| – | – | ﹤0.01% | 2017 |
|
|
2023
Q2 | $61.5K | Hold |
19,093
| – | – | ﹤0.01% | 1954 |
|
|
2023
Q1 | $61.3K | Sell |
19,093
-6,800
| -26% | -$21.9K | ﹤0.01% | 1901 |
|
|
2022
Q4 | $81 | Hold |
25,893
| – | – | ﹤0.01% | 1596 |
|
|
2022
Q3 | $78K | Hold |
25,893
| – | – | ﹤0.01% | 1804 |
|
|
2022
Q2 | $87K | Buy |
+25,893
| New | +$90.3K | ﹤0.01% | 1968 |
|
|
2021
Q4 | – | Sell |
-18,785
| Closed | -$86K | – | 2154 |
|
|
2021
Q3 | $86K | Hold |
18,785
| – | – | ﹤0.01% | 1955 |
|
|
2021
Q2 | $89K | Hold |
18,785
| – | – | ﹤0.01% | 1911 |
|
|
2021
Q1 | $84K | Hold |
18,785
| – | – | ﹤0.01% | 1818 |
|
|
2020
Q4 | $83K | Hold |
18,785
| – | – | ﹤0.01% | 1700 |
|
|
2020
Q3 | $79K | Buy |
18,785
+5,393
| +40% | +$23.1K | ﹤0.01% | 1500 |
|
|
2020
Q2 | $55K | Hold |
13,392
| – | – | ﹤0.01% | 2044 |
|
|
2020
Q1 | $57K | Sell |
13,392
-9,006
| -40% | -$41.7K | ﹤0.01% | 1358 |
|
|
2019
Q4 | $106K | Hold |
22,398
| – | – | ﹤0.01% | 1556 |
|
|
2019
Q3 | $105K | Hold |
22,398
| – | – | ﹤0.01% | 1579 |
|
|
2019
Q2 | $106K | Buy |
+22,398
| New | +$104K | ﹤0.01% | 1593 |
|
|
2018
Q4 | – | Sell |
-21,014
| Closed | -$96K | – | 1392 |
|
|
2018
Q3 | $96K | Buy |
21,014
+9,006
| +75% | +$40.6K | ﹤0.01% | 1540 |
|
|
2018
Q2 | $54K | Buy |
+12,008
| New | +$53.9K | ﹤0.01% | 1283 |
|
|
2018
Q1 | – | Sell |
-12,008
| Closed | -$56K | – | 1197 |
|
|
2017
Q4 | $56K | Hold |
12,008
| – | – | ﹤0.01% | 1163 |
|
|
2017
Q3 | $58K | Hold |
12,008
| – | – | ﹤0.01% | 1431 |
|
|
2017
Q2 | $57K | Hold |
12,008
| – | – | ﹤0.01% | 1348 |
|
|
2017
Q1 | $55K | Buy |
+12,008
| New | +$55.1K | ﹤0.01% | 1385 |
|
|
2016
Q4 | – | Sell |
-12,008
| Closed | -$60K | – | 1285 |
|
|
2016
Q3 | $60K | Buy |
+12,008
| New | +$60.3K | ﹤0.01% | 1089 |
|
|
2016
Q2 | – | Sell |
-12,008
| Closed | -$58K | – | 1127 |
|
|
2016
Q1 | $58K | Hold |
12,008
| – | – | ﹤0.01% | 993 |
|
|
2015
Q4 | $54K | Buy |
+12,008
| New | +$53.4K | ﹤0.01% | 1048 |
|
Other funds holding CMU
BI
RCM
AC
IA
COLIM
TJHA
Private Advisor Group's CMU Position: Q4 2025 in Review
Private Advisor Group sold out of MFS High Yield Municipal Trust (CMU) in Q4 2025, closing a stake of 19,093 shares — an estimated $66.3K sold.
Private Advisor Group first reported a position in CMU in Q4 2015 and held it in 33 quarters. The position peaked at $106K in Q4 2019. 41 funds tracked by Wall St. Rank hold CMU as of Q4 2025.
- Private Advisor Group reported no remaining MFS High Yield Municipal Trust position as of Q4 2025 after selling out during the quarter.
- Private Advisor Group sold 19,093 MFS High Yield Municipal Trust shares in Q4 2025, an estimated $66.3K.
- Private Advisor Group first reported a position in MFS High Yield Municipal Trust in Q4 2015 and held it in 33 quarters.
- Private Advisor Group's MFS High Yield Municipal Trust position peaked at $106K in Q4 2019.
- 41 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q4 2025.
Based on Private Advisor Group's 13F filing for Q4 2025, filed 17 Feb 2026.