SW
CMU

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

Simplicity Wealth’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
2024
Q3 		– Sell
-13,379
Closed -$45.9K – 623
2024
Q2 		$45.9K Buy
+13,379
New +$44.3K ﹤0.01% 1205

Other funds holding CMU

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Simplicity Wealth's CMU Position: Q3 2024 in Review

Simplicity Wealth sold out of MFS High Yield Municipal Trust (CMU) in Q3 2024, closing a stake of 13,379 shares — an estimated $45.9K sold.

Simplicity Wealth first reported a position in CMU in Q2 2024 and held it in 1 quarter. The position peaked at $45.9K in Q2 2024. 48 funds tracked by Wall St. Rank hold CMU as of Q3 2024.

  • Simplicity Wealth reported no remaining MFS High Yield Municipal Trust position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 13,379 MFS High Yield Municipal Trust shares in Q3 2024, an estimated $45.9K.
  • Simplicity Wealth first reported a position in MFS High Yield Municipal Trust in Q2 2024 and held it in 1 quarter.
  • Simplicity Wealth's MFS High Yield Municipal Trust position peaked at $45.9K in Q2 2024.
  • 48 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.