SWP
CMU

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

Stratos Wealth Partners’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
Q1 		– Sell
-20,475
Closed -$67.8K – 1393
2023
Q4 		$67.8K Buy
+20,475
New +$63.1K ﹤0.01% 1336
2016
Q4 		– Sell
-12,000
Closed -$61K – 731
2016
Q3 		$61K Hold
12,000
– – ﹤0.01% 662
2016
Q2 		$59K Buy
+12,000
New +$58.6K ﹤0.01% 610

Other funds holding CMU

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
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
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
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
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

Stratos Wealth Partners's CMU Position: Q1 2024 in Review

Stratos Wealth Partners sold out of MFS High Yield Municipal Trust (CMU) in Q1 2024, closing a stake of 20,475 shares — an estimated $67.8K sold.

Stratos Wealth Partners first reported a position in CMU in Q2 2016 and held it in 3 quarters. The position peaked at $67.8K in Q4 2023. 52 funds tracked by Wall St. Rank hold CMU as of Q1 2024.

  • Stratos Wealth Partners reported no remaining MFS High Yield Municipal Trust position as of Q1 2024 after selling out during the quarter.
  • Stratos Wealth Partners sold 20,475 MFS High Yield Municipal Trust shares in Q1 2024, an estimated $67.8K.
  • Stratos Wealth Partners first reported a position in MFS High Yield Municipal Trust in Q2 2016 and held it in 3 quarters.
  • Stratos Wealth Partners's MFS High Yield Municipal Trust position peaked at $67.8K in Q4 2023.
  • 52 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q1 2024.

Based on Stratos Wealth Partners's 13F filing for Q1 2024, filed 16 Apr 2024.