Tradewinds Capital Management’s MFS High Yield Municipal Trust CMU Stock Holding History

Tradewinds Capital Management’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
2019 Q1	–	Sell	-5,321	Closed	-$22K	–	602
2018 Q4	$22K	Hold	5,321	–	–	0.01%	263
2018 Q3	$24K	Hold	5,321	–	–	0.01%	294
2018 Q2	$24K	Buy	+5,321	New	+$23.9K	0.01%	290
2018 Q1	–	Sell	-5,321	Closed	-$23.9K	–	273
2017 Q4	$25K	Hold	5,321	–	–	0.01%	275
2017 Q3	$25K	Hold	5,321	–	–	0.01%	270
2017 Q2	$25K	Buy	+5,321	New	+$24.8K	0.01%	260
2017 Q1	–	Hold	0	–	–	–	264
2016 Q4	–	Sell	-5,321	Closed	-$24.1K	–	268
2016 Q3	$27K	Buy	+5,321	New	+$26.7K	0.02%	266
2016 Q2	–	Hold	0	–	–	–	272

Other funds holding CMU

Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tradewinds Capital Management's CMU Position: Q1 2019 in Review

Tradewinds Capital Management sold out of MFS High Yield Municipal Trust (CMU) in Q1 2019, closing a stake of 5,321 shares — an estimated $22K sold.

Tradewinds Capital Management first reported a position in CMU in Q3 2016 and held it in 7 quarters. The position peaked at $27K in Q3 2016. 27 funds tracked by Wall St. Rank hold CMU as of Q1 2019.

Tradewinds Capital Management reported no remaining MFS High Yield Municipal Trust position as of Q1 2019 after selling out during the quarter.
Tradewinds Capital Management sold 5,321 MFS High Yield Municipal Trust shares in Q1 2019, an estimated $22K.
Tradewinds Capital Management first reported a position in MFS High Yield Municipal Trust in Q3 2016 and held it in 7 quarters.
Tradewinds Capital Management's MFS High Yield Municipal Trust position peaked at $27K in Q3 2016.
27 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q1 2019.

Based on Tradewinds Capital Management's 13F filing for Q1 2019, filed 23 Apr 2019.