AW
CXE

Atlas Wealth’s MFS High Income Municipal Trust CXE Stock Holding History

Atlas Wealth’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
2024
Q3 		– Sell
-53,663
Closed -$201K – 97
2024
Q2 		$201K Buy
+53,663
New +$193K 0.02% 188
2023
Q4 		– Sell
-51,628
Closed -$161K – 92
2023
Q3 		$161K Buy
+51,628
New +$176K 0.03% 179

Other funds holding CXE

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Commonwealth Equity Services
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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Atlas Wealth's CXE Position: Q3 2024 in Review

Atlas Wealth sold out of MFS High Income Municipal Trust (CXE) in Q3 2024, closing a stake of 53,663 shares — an estimated $201K sold.

Atlas Wealth first reported a position in CXE in Q3 2023 and held it in 2 quarters. The position peaked at $201K in Q2 2024. 48 funds tracked by Wall St. Rank hold CXE as of Q3 2024.

  • Atlas Wealth reported no remaining MFS High Income Municipal Trust position as of Q3 2024 after selling out during the quarter.
  • Atlas Wealth sold 53,663 MFS High Income Municipal Trust shares in Q3 2024, an estimated $201K.
  • Atlas Wealth first reported a position in MFS High Income Municipal Trust in Q3 2023 and held it in 2 quarters.
  • Atlas Wealth's MFS High Income Municipal Trust position peaked at $201K in Q2 2024.
  • 48 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q3 2024.

Based on Atlas Wealth's 13F filing for Q3 2024, filed 14 Nov 2024.