AAS
CXE

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

Avantax Advisory Services’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
2020
Q4 		– Sell
-16,829
Closed -$80K – 1020
2020
Q3 		$80K Buy
+16,829
New +$82.4K ﹤0.01% 1319

Other funds holding CXE

UBS Group
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HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

Avantax Advisory Services's CXE Position: Q4 2020 in Review

Avantax Advisory Services sold out of MFS High Income Municipal Trust (CXE) in Q4 2020, closing a stake of 16,829 shares — an estimated $80K sold.

Avantax Advisory Services first reported a position in CXE in Q3 2020 and held it in 1 quarter. The position peaked at $80K in Q3 2020. 30 funds tracked by Wall St. Rank hold CXE as of Q4 2020.

  • Avantax Advisory Services reported no remaining MFS High Income Municipal Trust position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 16,829 MFS High Income Municipal Trust shares in Q4 2020, an estimated $80K.
  • Avantax Advisory Services first reported a position in MFS High Income Municipal Trust in Q3 2020 and held it in 1 quarter.
  • Avantax Advisory Services's MFS High Income Municipal Trust position peaked at $80K in Q3 2020.
  • 30 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.