SFA
CMU

Sequoia Financial Advisors’s MFS High Yield Municipal Trust CMU Stock Holding History

Sequoia Financial 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
2022
Q1 		– Sell
-11,264
Closed -$51K – 680
2021
Q4 		$51K Buy
+11,264
New +$50.9K ﹤0.01% 586

Other funds holding CMU

RCM
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RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
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
ACA
Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sequoia Financial Advisors's CMU Position: Q1 2022 in Review

Sequoia Financial Advisors sold out of MFS High Yield Municipal Trust (CMU) in Q1 2022, closing a stake of 11,264 shares — an estimated $51K sold.

Sequoia Financial Advisors first reported a position in CMU in Q4 2021 and held it in 1 quarter. The position peaked at $51K in Q4 2021. 39 funds tracked by Wall St. Rank hold CMU as of Q1 2022.

  • Sequoia Financial Advisors reported no remaining MFS High Yield Municipal Trust position as of Q1 2022 after selling out during the quarter.
  • Sequoia Financial Advisors sold 11,264 MFS High Yield Municipal Trust shares in Q1 2022, an estimated $51K.
  • Sequoia Financial Advisors first reported a position in MFS High Yield Municipal Trust in Q4 2021 and held it in 1 quarter.
  • Sequoia Financial Advisors's MFS High Yield Municipal Trust position peaked at $51K in Q4 2021.
  • 39 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q1 2022.

Based on Sequoia Financial Advisors's 13F filing for Q1 2022, filed 13 May 2022.