Ackerman Capital Advisors’s MFS High Income Municipal Trust CXE Stock Holding History

Ackerman Capital Advisors’s Portfolio CXE Stock Details CXE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-70,460	Closed	-$237K	–	110
2022 Q3	$237K	Sell	70,460 -43,867	-38%	-$169K	0.07%	89
2022 Q2	$430K	Buy	114,327 +77,157	+208%	+$305K	0.12%	67
2022 Q1	$163K	Sell	37,170 -919	-2%	-$4.22K	0.04%	111
2021 Q4	$194K	Buy	38,089 +12,926	+51%	+$65.7K	0.04%	113
2021 Q3	$132K	Buy	25,163 +3,618	+17%	+$19.3K	0.03%	113
2021 Q2	$114K	Buy	+21,545	New	+$115K	0.03%	119
2020 Q3	–	Sell	-40,155	Closed	-$187K	–	130
2020 Q2	$187K	Buy	+40,155	New	+$179K	0.06%	117

Other funds holding CXE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Ackerman Capital Advisors's CXE Position: Q4 2022 in Review

Ackerman Capital Advisors sold out of MFS High Income Municipal Trust (CXE) in Q4 2022, closing a stake of 70,460 shares — an estimated $237K sold.

Ackerman Capital Advisors first reported a position in CXE in Q2 2020 and held it in 7 quarters. The position peaked at $430K in Q2 2022. 43 funds tracked by Wall St. Rank hold CXE as of Q4 2022.

Ackerman Capital Advisors reported no remaining MFS High Income Municipal Trust position as of Q4 2022 after selling out during the quarter.
Ackerman Capital Advisors sold 70,460 MFS High Income Municipal Trust shares in Q4 2022, an estimated $237K.
Ackerman Capital Advisors first reported a position in MFS High Income Municipal Trust in Q2 2020 and held it in 7 quarters.
Ackerman Capital Advisors's MFS High Income Municipal Trust position peaked at $430K in Q2 2022.
43 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q4 2022.

Based on Ackerman Capital Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.