RIA
CMU

Realta Investment Advisors’s MFS High Yield Municipal Trust CMU Stock Holding History

Realta Investment 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
2020
Q2 		– Sell
-13,921
Closed -$59K – 345
2020
Q1 		$59K Buy
13,921
+5,102
+58% +$23.6K 0.03% 289
2019
Q4 		$42K Buy
8,819
+3,819
+76% +$18K 0.01% 712
2019
Q3 		$23K Buy
+5,000
New +$23.8K 0.01% 875

Other funds holding CMU

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
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MWPCG
Measured Wealth Private Client Group Portsmouth, New Hampshire $366M AUM 21.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RIG
Ramiah Investment Group Brookfield, Wisconsin $131M AUM 20.75% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Realta Investment Advisors's CMU Position: Q2 2020 in Review

Realta Investment Advisors sold out of MFS High Yield Municipal Trust (CMU) in Q2 2020, closing a stake of 13,921 shares — an estimated $59K sold.

Realta Investment Advisors first reported a position in CMU in Q3 2019 and held it in 3 quarters. The position peaked at $59K in Q1 2020. 30 funds tracked by Wall St. Rank hold CMU as of Q2 2020.

  • Realta Investment Advisors reported no remaining MFS High Yield Municipal Trust position as of Q2 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 13,921 MFS High Yield Municipal Trust shares in Q2 2020, an estimated $59K.
  • Realta Investment Advisors first reported a position in MFS High Yield Municipal Trust in Q3 2019 and held it in 3 quarters.
  • Realta Investment Advisors's MFS High Yield Municipal Trust position peaked at $59K in Q1 2020.
  • 30 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q2 2020.

Based on Realta Investment Advisors's 13F filing for Q2 2020, filed 16 Jul 2020.