V
CMU

Veritable’s MFS High Yield Municipal Trust CMU Stock Holding History

Veritable’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
2023
Q3 		– Sell
-11,201
Closed -$36.1K – 156
2023
Q2 		$36.1K Buy
+11,201
New +$35.8K ﹤0.01% 883

Other funds holding CMU

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Veritable's CMU Position: Q3 2023 in Review

Veritable sold out of MFS High Yield Municipal Trust (CMU) in Q3 2023, closing a stake of 11,201 shares — an estimated $36.1K sold.

Veritable first reported a position in CMU in Q2 2023 and held it in 1 quarter. The position peaked at $36.1K in Q2 2023. 49 funds tracked by Wall St. Rank hold CMU as of Q3 2023.

  • Veritable reported no remaining MFS High Yield Municipal Trust position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 11,201 MFS High Yield Municipal Trust shares in Q3 2023, an estimated $36.1K.
  • Veritable first reported a position in MFS High Yield Municipal Trust in Q2 2023 and held it in 1 quarter.
  • Veritable's MFS High Yield Municipal Trust position peaked at $36.1K in Q2 2023.
  • 49 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.