Creative Planning Mfs Municipal Income Trust Transaction History

Creative Planning

$101 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$4.4 - $5.23 $15,162 - $18,022	3,446 Added 23.28%	18,246 $94,000
Q3 2023 Nov 16, 2023	BUY	$4.55 - $5.36 $67,340 - $79,328	14,800 New	14,800 $67,000
Q4 2020 Jan 29, 2021	SELL	$6.3 - $6.72 $77,275 - $82,427	-12,266 Closed	0 $0
Q3 2020 Nov 05, 2020	BUY	$6.22 - $6.82 $7,146 - $7,836	1,149 Added 10.34%	12,266 $79,000
Q4 2019 Jan 30, 2020	SELL	$6.87 - $7.14 $5,152 - $5,355	-750 Reduced 6.32%	11,117 $79,000
Q3 2019 Nov 01, 2019	BUY	$6.89 - $7.2 $2,756 - $2,880	400 Added 3.49%	11,867 $84,000
Q1 2019 Apr 24, 2019	SELL	$6.35 - $6.93 $53,975 - $58,905	-8,500 Reduced 42.57%	11,467 $79,000
Q4 2018 Feb 01, 2019	BUY	$6.05 - $6.6 $120,800 - $131,782	19,967 New	19,967 $123,000
Q3 2018 Oct 25, 2018	SELL	$6.43 - $6.84 $73,385 - $78,064	-11,413 Closed	0 $0
Q2 2018 Jul 20, 2018	BUY	$6.45 - $6.71 $73,613 - $76,581	11,413 New	11,413 $75,000
Q1 2018 Apr 18, 2018	SELL	$6.48 - $6.91 $72,102 - $76,887	-11,127 Closed	0 $0
Q4 2017 Jan 17, 2018	BUY	$6.76 - $7.21 $75,218 - $80,225	11,127	11,127 $76,000

Others Institutions Holding MFM

# of Institutions

81

Shares Held

14.4M

Call Options Held

0

Put Options Held

0

About MFS MUNICIPAL INCOME TRUST

Ticker MFM
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
MFS Municipal Income Trust is a close ended fixed income mutual fund launched and managed by Massachusetts Financial Services Company. The fund invests in fixed income markets of the United States. It primarily invests in tax-exempt bonds and tax-exempt notes. The fund benchmarks the performance of its portfolio against Barclays Municipal Bond I...

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