YP
CMK

Yellowstone Partners’s MFS HIGH INCOME MUNI TR I CMK Stock Holding History

Yellowstone Partners’s Portfolio CMK Stock Details CMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-14,914
Closed -$126K – 242
2015
Q2 		$126K Buy
14,914
+34
+0.2% +$292 0.06% 204
2015
Q1 		$126K Buy
14,880
+24
+0.2% +$201 0.06% 192
2014
Q4 		$124K Buy
14,856
+31
+0.2% +$257 0.07% 190
2014
Q3 		$124K Buy
14,825
+525
+4% +$4.41K 0.07% 179
2014
Q2 		$122K Buy
14,300
+25
+0.2% +$211 0.07% 171
2014
Q1 		$119K Buy
+14,275
New +$118K 0.08% 168

Other funds holding CMK

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Yellowstone Partners's CMK Position: Q3 2015 in Review

Yellowstone Partners sold out of MFS HIGH INCOME MUNI TR I (CMK) in Q3 2015, closing a stake of 14,914 shares — an estimated $126K sold.

Yellowstone Partners first reported a position in CMK in Q1 2014 and held it in 6 quarters. The position peaked at $126K in Q2 2015. 6 funds tracked by Wall St. Rank hold CMK as of Q3 2015.

  • Yellowstone Partners reported no remaining MFS HIGH INCOME MUNI TR I position as of Q3 2015 after selling out during the quarter.
  • Yellowstone Partners sold 14,914 MFS HIGH INCOME MUNI TR I shares in Q3 2015, an estimated $126K.
  • Yellowstone Partners first reported a position in MFS HIGH INCOME MUNI TR I in Q1 2014 and held it in 6 quarters.
  • Yellowstone Partners's MFS HIGH INCOME MUNI TR I position peaked at $126K in Q2 2015.
  • 6 funds tracked by Wall St. Rank held MFS HIGH INCOME MUNI TR I as of Q3 2015.

Based on Yellowstone Partners's 13F filing for Q3 2015, filed 17 Aug 2016.