WAM
CMU

Wolverine Asset Management’s MFS High Yield Municipal Trust CMU Stock Holding History

Wolverine Asset 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
2024
Q4 		– Sell
-113,348
Closed -$415K – 1647
2024
Q3 		$415K Sell
113,348
-35,864
-24% -$127K ﹤0.01% 901
2024
Q2 		$512K Buy
149,212
+25,460
+21% +$84.3K 0.01% 833
2024
Q1 		$412K Buy
123,752
+101,852
+465% +$336K ﹤0.01% 852
2023
Q4 		$72.5K Buy
+21,900
New +$67.5K ﹤0.01% 1163
2022
Q3 		– Sell
-264
Closed – – 2399
2022
Q2 		$0 Buy
+264
New +$921 ﹤0.01% 2351
2021
Q4 		– Sell
-4,665
Closed -$21K – 2075
2021
Q3 		$21K Buy
+4,665
New +$22.2K ﹤0.01% 1620
2020
Q4 		– Sell
-6,875
Closed -$28K – 1669
2020
Q3 		$28K Sell
6,875
-18,981
-73% -$81.3K ﹤0.01% 1352
2020
Q2 		$105K Buy
+25,856
New +$103K ﹤0.01% 1090
2019
Q4 		– Sell
-56,592
Closed -$265K – 1383
2019
Q3 		$265K Buy
+56,592
New +$270K ﹤0.01% 937
2019
Q1 		– Sell
-9,504
Closed -$39K – 1419
2018
Q4 		$39K Buy
+9,504
New +$40.9K ﹤0.01% 1440
2014
Q4 		– Sell
-172,361
Closed -$748K – 2240
2014
Q3 		$748K Buy
+172,361
New +$750K 0.02% 555
2013
Q4 		– Sell
-60,234
Closed -$249K – 2721
2013
Q3 		$249K Buy
60,234
+58,634
+3,665% +$241K 0.01% 1066
2013
Q2 		$7K Buy
+1,600
New +$7.94K ﹤0.01% 2290

Other funds holding CMU

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Wolverine Asset Management's CMU Position: Q4 2024 in Review

Wolverine Asset Management sold out of MFS High Yield Municipal Trust (CMU) in Q4 2024, closing a stake of 113,348 shares — an estimated $415K sold.

Wolverine Asset Management first reported a position in CMU in Q2 2013 and held it in 13 quarters. The position peaked at $748K in Q3 2014. 42 funds tracked by Wall St. Rank hold CMU as of Q4 2024.

  • Wolverine Asset Management reported no remaining MFS High Yield Municipal Trust position as of Q4 2024 after selling out during the quarter.
  • Wolverine Asset Management sold 113,348 MFS High Yield Municipal Trust shares in Q4 2024, an estimated $415K.
  • Wolverine Asset Management first reported a position in MFS High Yield Municipal Trust in Q2 2013 and held it in 13 quarters.
  • Wolverine Asset Management's MFS High Yield Municipal Trust position peaked at $748K in Q3 2014.
  • 42 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q4 2024.

Based on Wolverine Asset Management's 13F filing for Q4 2024, filed 3 Feb 2025.