SeaCrest Wealth Management’s MFS High Yield Municipal Trust CMU Stock Holding History

SeaCrest Wealth Management’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
2019 Q2	–	Sell	-4,199	Closed	-$20K	–	757
2019 Q1	$20K	Buy	4,199 +35	+0.8%	+$157	﹤0.01%	1282
2018 Q4	$17K	Buy	4,164 +39	+0.9%	+$168	﹤0.01%	1290
2018 Q3	$19K	Buy	4,125 +38	+0.9%	+$171	﹤0.01%	1389
2018 Q2	$18K	Buy	4,087 +37	+0.9%	+$166	﹤0.01%	1399
2018 Q1	$18K	Sell	4,050 -6,726	-62%	-$30.2K	﹤0.01%	1361
2017 Q4	$50K	Buy	+10,776	New	+$51K	0.01%	962

Other funds holding CMU

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SeaCrest Wealth Management's CMU Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of MFS High Yield Municipal Trust (CMU) in Q2 2019, closing a stake of 4,199 shares — an estimated $20K sold.

SeaCrest Wealth Management first reported a position in CMU in Q4 2017 and held it in 6 quarters. The position peaked at $50K in Q4 2017. 27 funds tracked by Wall St. Rank hold CMU as of Q2 2019.

SeaCrest Wealth Management reported no remaining MFS High Yield Municipal Trust position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 4,199 MFS High Yield Municipal Trust shares in Q2 2019, an estimated $20K.
SeaCrest Wealth Management first reported a position in MFS High Yield Municipal Trust in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's MFS High Yield Municipal Trust position peaked at $50K in Q4 2017.
27 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.