BBPWM
CXE

Blue Bell Private Wealth Management’s MFS High Income Municipal Trust CXE Stock Holding History

Blue Bell Private Wealth Management’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
2026
Q1 		$382K Buy
103,096
+2,344
+2% +$8.86K 0.06% 198
2025
Q4 		$373K Hold
100,752
– – 0.05% 191
2025
Q3 		$375K Sell
100,752
-1,200
-1% -$4.3K 0.06% 178
2025
Q2 		$365K Buy
101,952
+448
+0.4% +$1.58K 0.06% 168
2025
Q1 		$375K Hold
101,504
– – 0.07% 156
2024
Q4 		$374K Sell
101,504
-989
-1% -$3.79K 0.07% 154
2024
Q3 		$410K Buy
102,493
+10,117
+11% +$38.7K 0.08% 146
2024
Q2 		$343K Buy
92,376
+51,828
+128% +$186K 0.07% 147
2024
Q1 		$147K Buy
40,548
+8,836
+28% +$31.7K 0.03% 216
2023
Q4 		$113K Buy
+31,712
New +$104K 0.03% 226

Other funds holding CXE

AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Blue Bell Private Wealth Management's CXE Position: Q1 2026 in Review

Blue Bell Private Wealth Management increased its MFS High Income Municipal Trust (CXE) stake by 2.3% in Q1 2026, buying an estimated $8.86K and bringing the position to 103,096 shares worth $382K. The position accounts for 0.06% of the portfolio, ranked #198.

Blue Bell Private Wealth Management first reported a position in CXE in Q4 2023 and has held it in 10 quarters since. The position peaked at $410K in Q3 2024. 60 funds tracked by Wall St. Rank hold CXE as of Q1 2026.

  • Blue Bell Private Wealth Management held 103,096 shares of MFS High Income Municipal Trust worth $382K as of Q1 2026.
  • Blue Bell Private Wealth Management bought 2,344 MFS High Income Municipal Trust shares in Q1 2026, an estimated $8.86K.
  • MFS High Income Municipal Trust made up 0.06% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #198 holding.
  • Blue Bell Private Wealth Management first reported a position in MFS High Income Municipal Trust in Q4 2023 and has held it in 10 quarters since.
  • Blue Bell Private Wealth Management's MFS High Income Municipal Trust position peaked at $410K in Q3 2024.
  • 60 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.