SBL
CMU

Sargent Bickham Lagudis’s MFS High Yield Municipal Trust CMU Stock Holding History

Sargent Bickham Lagudis’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
2018
Q1 		– Sell
-15,100
Closed -$70K – 764
2017
Q4 		$70K Buy
+15,100
New +$71.5K 0.01% 319

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sargent Bickham Lagudis's CMU Position: Q1 2018 in Review

Sargent Bickham Lagudis sold out of MFS High Yield Municipal Trust (CMU) in Q1 2018, closing a stake of 15,100 shares — an estimated $70K sold.

Sargent Bickham Lagudis first reported a position in CMU in Q4 2017 and held it in 1 quarter. The position peaked at $70K in Q4 2017. 26 funds tracked by Wall St. Rank hold CMU as of Q1 2018.

  • Sargent Bickham Lagudis reported no remaining MFS High Yield Municipal Trust position as of Q1 2018 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 15,100 MFS High Yield Municipal Trust shares in Q1 2018, an estimated $70K.
  • Sargent Bickham Lagudis first reported a position in MFS High Yield Municipal Trust in Q4 2017 and held it in 1 quarter.
  • Sargent Bickham Lagudis's MFS High Yield Municipal Trust position peaked at $70K in Q4 2017.
  • 26 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q1 2018.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2018, filed 13 Sep 2021.