RIG
CMU

Ramiah Investment Group’s MFS High Yield Municipal Trust CMU Stock Holding History

Ramiah Investment 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
-46,211
Closed -$220K – 85
2021
Q2 		$220K Buy
46,211
+691
+2% +$3.23K 0.16% 66
2021
Q1 		$203K Buy
45,520
+2,789
+7% +$12.5K 0.15% 72
2020
Q4 		$188K Sell
42,731
-7,451
-15% -$32K 0.16% 73
2020
Q3 		$211K Sell
50,182
-8,774
-15% -$37.6K 0.2% 61
2020
Q2 		$240K Buy
+58,956
New +$235K 0.25% 66

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

Ramiah Investment Group's CMU Position: Q3 2021 in Review

Ramiah Investment Group sold out of MFS High Yield Municipal Trust (CMU) in Q3 2021, closing a stake of 46,211 shares — an estimated $220K sold.

Ramiah Investment Group first reported a position in CMU in Q2 2020 and held it in 5 quarters. The position peaked at $240K in Q2 2020. 34 funds tracked by Wall St. Rank hold CMU as of Q3 2021.

  • Ramiah Investment Group reported no remaining MFS High Yield Municipal Trust position as of Q3 2021 after selling out during the quarter.
  • Ramiah Investment Group sold 46,211 MFS High Yield Municipal Trust shares in Q3 2021, an estimated $220K.
  • Ramiah Investment Group first reported a position in MFS High Yield Municipal Trust in Q2 2020 and held it in 5 quarters.
  • Ramiah Investment Group's MFS High Yield Municipal Trust position peaked at $240K in Q2 2020.
  • 34 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q3 2021.

Based on Ramiah Investment Group's 13F filing for Q3 2021, filed 29 May 2026.