Stifel Financial
CMU

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

Stifel Financial’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
Q2 		– Sell
-42,202
Closed -$163K – 3342
2022
Q1 		$163K Sell
42,202
-10,390
-20% -$42.9K ﹤0.01% 3179
2021
Q4 		$238K Buy
52,592
+3,688
+8% +$16.7K ﹤0.01% 3054
2021
Q3 		$224K Sell
48,904
-2,586
-5% -$12.3K ﹤0.01% 3076
2021
Q2 		$245K Hold
51,490
– – ﹤0.01% 3023
2021
Q1 		$230K Hold
51,490
– – ﹤0.01% 2940
2020
Q4 		$227K Buy
51,490
+4,644
+10% +$19.9K ﹤0.01% 2756
2020
Q3 		$197K Buy
46,846
+12,019
+35% +$51.5K ﹤0.01% 2625
2020
Q2 		$142K Buy
+34,827
New +$139K ﹤0.01% 2659

Other funds holding CMU

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
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Stifel Financial's CMU Position: Q2 2022 in Review

Stifel Financial sold out of MFS High Yield Municipal Trust (CMU) in Q2 2022, closing a stake of 42,202 shares — an estimated $163K sold.

Stifel Financial first reported a position in CMU in Q2 2020 and held it in 8 quarters. The position peaked at $245K in Q2 2021. 47 funds tracked by Wall St. Rank hold CMU as of Q2 2022.

  • Stifel Financial reported no remaining MFS High Yield Municipal Trust position as of Q2 2022 after selling out during the quarter.
  • Stifel Financial sold 42,202 MFS High Yield Municipal Trust shares in Q2 2022, an estimated $163K.
  • Stifel Financial first reported a position in MFS High Yield Municipal Trust in Q2 2020 and held it in 8 quarters.
  • Stifel Financial's MFS High Yield Municipal Trust position peaked at $245K in Q2 2021.
  • 47 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q2 2022.

Based on Stifel Financial's 13F filing for Q2 2022, filed 15 Aug 2022.