RTL
CMU

Red Tortoise LLC’s MFS High Yield Municipal Trust CMU Stock Holding History

Red Tortoise LLC’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
2025
Q1 		– Sell
-2,702
Closed -$9.56K – 597
2024
Q4 		$9.51K Hold
2,702
– – ﹤0.01% 263
2024
Q3 		$9.9K Hold
2,702
– – ﹤0.01% 247
2024
Q2 		$9.27K Hold
2,702
– – 0.01% 255
2024
Q1 		$9K Hold
2,702
– – 0.01% 244
2023
Q4 		$8.94K Sell
2,702
-940
-26% -$2.9K 0.01% 201
2023
Q3 		$11.4K Hold
3,642
– – 0.01% 164
2023
Q2 		$11.7K Buy
+3,642
New +$11.6K 0.01% 163
2021
Q4 		– Sell
-500
Closed -$2K – 147
2021
Q3 		$2K Buy
+500
New +$2.38K ﹤0.01% 411

Other funds holding CMU

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Red Tortoise LLC's CMU Position: Q1 2025 in Review

Red Tortoise LLC sold out of MFS High Yield Municipal Trust (CMU) in Q1 2025, closing a stake of 2,702 shares — an estimated $9.56K sold.

Red Tortoise LLC first reported a position in CMU in Q3 2021 and held it in 8 quarters. The position peaked at $11.7K in Q2 2023. 39 funds tracked by Wall St. Rank hold CMU as of Q1 2025.

  • Red Tortoise LLC reported no remaining MFS High Yield Municipal Trust position as of Q1 2025 after selling out during the quarter.
  • Red Tortoise LLC sold 2,702 MFS High Yield Municipal Trust shares in Q1 2025, an estimated $9.56K.
  • Red Tortoise LLC first reported a position in MFS High Yield Municipal Trust in Q3 2021 and held it in 8 quarters.
  • Red Tortoise LLC's MFS High Yield Municipal Trust position peaked at $11.7K in Q2 2023.
  • 39 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q1 2025.

Based on Red Tortoise LLC's 13F filing for Q1 2025, filed 25 Apr 2025.