Truist Financial
CMU

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

Truist 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
2020
Q1 		– Sell
-10,600
Closed -$50K – 2399
2019
Q4 		$50K Buy
+10,600
New +$50K ﹤0.01% 2442

Other funds holding CMU

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
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
MWPCG
Measured Wealth Private Client Group Portsmouth, New Hampshire $366M AUM 21.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial's CMU Position: Q1 2020 in Review

Truist Financial sold out of MFS High Yield Municipal Trust (CMU) in Q1 2020, closing a stake of 10,600 shares — an estimated $50K sold.

Truist Financial first reported a position in CMU in Q4 2019 and held it in 1 quarter. The position peaked at $50K in Q4 2019. 26 funds tracked by Wall St. Rank hold CMU as of Q1 2020.

  • Truist Financial reported no remaining MFS High Yield Municipal Trust position as of Q1 2020 after selling out during the quarter.
  • Truist Financial sold 10,600 MFS High Yield Municipal Trust shares in Q1 2020, an estimated $50K.
  • Truist Financial first reported a position in MFS High Yield Municipal Trust in Q4 2019 and held it in 1 quarter.
  • Truist Financial's MFS High Yield Municipal Trust position peaked at $50K in Q4 2019.
  • 26 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q1 2020.

Based on Truist Financial's 13F filing for Q1 2020, filed 15 May 2020.