Advisory Services Network’s MFS High Income Municipal Trust CXE Stock Holding History

Advisory Services Network’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
2025 Q1	–	Sell	-18,340	Closed	-$67.5K	–	1643
2024 Q4	$67.5K	Buy	+18,340	New	+$70.2K	﹤0.01%	1542
2024 Q1	–	Sell	-1,429	Closed	-$5.07K	–	1938
2023 Q4	$5.07K	Buy	+1,429	New	+$4.69K	﹤0.01%	3110
2023 Q2	–	Sell	-1,429	Closed	-$5.21K	–	1936
2023 Q1	$5.21K	Hold	1,429	–	–	﹤0.01%	3137
2022 Q4	$4.99K	Buy	+1,429	New	+$4.89K	﹤0.01%	3131

Other funds holding CXE

SCM

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

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

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

SIA

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return

Advisory Services Network's CXE Position: Q1 2025 in Review

Advisory Services Network sold out of MFS High Income Municipal Trust (CXE) in Q1 2025, closing a stake of 18,340 shares — an estimated $67.5K sold.

Advisory Services Network first reported a position in CXE in Q4 2022 and held it in 4 quarters. The position peaked at $67.5K in Q4 2024. 52 funds tracked by Wall St. Rank hold CXE as of Q1 2025.

Advisory Services Network reported no remaining MFS High Income Municipal Trust position as of Q1 2025 after selling out during the quarter.
Advisory Services Network sold 18,340 MFS High Income Municipal Trust shares in Q1 2025, an estimated $67.5K.
Advisory Services Network first reported a position in MFS High Income Municipal Trust in Q4 2022 and held it in 4 quarters.
Advisory Services Network's MFS High Income Municipal Trust position peaked at $67.5K in Q4 2024.
52 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q1 2025.

Based on Advisory Services Network's 13F filing for Q1 2025, filed 15 May 2025.