Thrivent Financial for Lutherans
CMU

Thrivent Financial for Lutherans’s MFS High Yield Municipal Trust CMU Stock Holding History

Thrivent Financial for Lutherans’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
2017
Q4 		– Sell
-1,000
Closed -$5K – 2066
2017
Q3 		$5K Buy
+1,000
New +$4.75K ﹤0.01% 2203
2016
Q1 		– Sell
-1,071
Closed -$5K – 1980
2015
Q4 		$5K Hold
1,071
– – ﹤0.01% 1934
2015
Q3 		$5K Hold
1,071
– – ﹤0.01% 1782
2015
Q2 		$4K Hold
1,071
– – ﹤0.01% 1807
2015
Q1 		$5K Hold
1,071
– – ﹤0.01% 1788
2014
Q4 		$5K Hold
1,071
– – ﹤0.01% 1833
2014
Q3 		$5K Buy
+1,071
New +$4.66K ﹤0.01% 1829

Other funds holding CMU

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Thrivent Financial for Lutherans's CMU Position: Q4 2017 in Review

Thrivent Financial for Lutherans sold out of MFS High Yield Municipal Trust (CMU) in Q4 2017, closing a stake of 1,000 shares — an estimated $5K sold.

Thrivent Financial for Lutherans first reported a position in CMU in Q3 2014 and held it in 7 quarters. The position peaked at $5K in Q3 2017. 29 funds tracked by Wall St. Rank hold CMU as of Q4 2017.

  • Thrivent Financial for Lutherans reported no remaining MFS High Yield Municipal Trust position as of Q4 2017 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 1,000 MFS High Yield Municipal Trust shares in Q4 2017, an estimated $5K.
  • Thrivent Financial for Lutherans first reported a position in MFS High Yield Municipal Trust in Q3 2014 and held it in 7 quarters.
  • Thrivent Financial for Lutherans's MFS High Yield Municipal Trust position peaked at $5K in Q3 2017.
  • 29 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q4 2017.

Based on Thrivent Financial for Lutherans's 13F filing for Q4 2017, filed 14 Feb 2018.