SOA
CMU

Sea Otter Advisors’s MFS High Yield Municipal Trust CMU Stock Holding History

Sea Otter 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
2023
Q4 		– Sell
-107,400
Closed -$336K – 199
2023
Q3 		$336K Buy
+107,400
New +$351K 0.19% 74

Other funds holding CMU

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Sea Otter Advisors's CMU Position: Q4 2023 in Review

Sea Otter Advisors sold out of MFS High Yield Municipal Trust (CMU) in Q4 2023, closing a stake of 107,400 shares — an estimated $336K sold.

Sea Otter Advisors first reported a position in CMU in Q3 2023 and held it in 1 quarter. The position peaked at $336K in Q3 2023. 51 funds tracked by Wall St. Rank hold CMU as of Q4 2023.

  • Sea Otter Advisors reported no remaining MFS High Yield Municipal Trust position as of Q4 2023 after selling out during the quarter.
  • Sea Otter Advisors sold 107,400 MFS High Yield Municipal Trust shares in Q4 2023, an estimated $336K.
  • Sea Otter Advisors first reported a position in MFS High Yield Municipal Trust in Q3 2023 and held it in 1 quarter.
  • Sea Otter Advisors's MFS High Yield Municipal Trust position peaked at $336K in Q3 2023.
  • 51 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q4 2023.

Based on Sea Otter Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.