SS
CMU

Simplicity Solutions’s MFS High Yield Municipal Trust CMU Stock Holding History

Simplicity Solutions’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
Q1 		– Sell
-28,550
Closed -$89.4K – 1181
2022
Q4 		$89.4K Hold
28,550
– – 0.01% 641
2022
Q3 		$86K Buy
+28,550
New +$96.9K 0.01% 617

Other funds holding CMU

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 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
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Simplicity Solutions's CMU Position: Q1 2023 in Review

Simplicity Solutions sold out of MFS High Yield Municipal Trust (CMU) in Q1 2023, closing a stake of 28,550 shares — an estimated $89.4K sold.

Simplicity Solutions first reported a position in CMU in Q3 2022 and held it in 2 quarters. The position peaked at $89.4K in Q4 2022. 47 funds tracked by Wall St. Rank hold CMU as of Q1 2023.

  • Simplicity Solutions reported no remaining MFS High Yield Municipal Trust position as of Q1 2023 after selling out during the quarter.
  • Simplicity Solutions sold 28,550 MFS High Yield Municipal Trust shares in Q1 2023, an estimated $89.4K.
  • Simplicity Solutions first reported a position in MFS High Yield Municipal Trust in Q3 2022 and held it in 2 quarters.
  • Simplicity Solutions's MFS High Yield Municipal Trust position peaked at $89.4K in Q4 2022.
  • 47 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q1 2023.

Based on Simplicity Solutions's 13F filing for Q1 2023, filed 27 Apr 2023.