Bessemer Group
CXE

Bessemer Group’s MFS High Income Municipal Trust CXE Stock Holding History

Bessemer Group’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
-976
Closed -$4K – 2493
2024
Q4 		$4K Buy
976
+413
+73% +$1.58K ﹤0.01% 2049
2024
Q3 		$2K Buy
563
+149
+36% +$570 ﹤0.01% 2186
2024
Q2 		$2K Sell
414
-17
-4% -$61 ﹤0.01% 1932
2024
Q1 		$2K Sell
431
-133
-24% -$477 ﹤0.01% 1932
2023
Q4 		$2K Buy
564
+117
+26% +$384 ﹤0.01% 2016
2023
Q3 		$1K Sell
447
-1
-0.2% -$3 ﹤0.01% 2064
2023
Q2 		$2K Buy
448
+38
+9% +$133 ﹤0.01% 2014
2023
Q1 		$2K Sell
410
-376
-48% -$1.35K ﹤0.01% 1804
2022
Q4 		$3K Buy
786
+46
+6% +$158 ﹤0.01% 1712
2022
Q3 		$2K Buy
740
+51
+7% +$197 ﹤0.01% 1902
2022
Q2 		$3K Buy
689
+7
+1% +$28 ﹤0.01% 1660
2022
Q1 		$3K Buy
+682
New +$3.13K ﹤0.01% 1666

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
AC
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
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
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return

Bessemer Group's CXE Position: Q1 2025 in Review

Bessemer Group sold out of MFS High Income Municipal Trust (CXE) in Q1 2025, closing a stake of 976 shares — an estimated $4K sold.

Bessemer Group first reported a position in CXE in Q1 2022 and held it in 12 quarters. The position peaked at $4K in Q4 2024. 52 funds tracked by Wall St. Rank hold CXE as of Q1 2025.

  • Bessemer Group reported no remaining MFS High Income Municipal Trust position as of Q1 2025 after selling out during the quarter.
  • Bessemer Group sold 976 MFS High Income Municipal Trust shares in Q1 2025, an estimated $4K.
  • Bessemer Group first reported a position in MFS High Income Municipal Trust in Q1 2022 and held it in 12 quarters.
  • Bessemer Group's MFS High Income Municipal Trust position peaked at $4K in Q4 2024.
  • 52 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q1 2025.

Based on Bessemer Group's 13F filing for Q1 2025, filed 23 Apr 2025.