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 Q2	–	Sell	-103,096	Closed	-$382K	–	731
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

Blue Bell Private Wealth Management's CXE Position: Q2 2026 in Review

Blue Bell Private Wealth Management sold out of MFS High Income Municipal Trust (CXE) in Q2 2026, closing a stake of 103,096 shares — an estimated $382K sold.

Blue Bell Private Wealth Management first reported a position in CXE in Q4 2023 and held it in 10 quarters. The position peaked at $410K in Q3 2024. 0 funds tracked by Wall St. Rank hold CXE as of Q2 2026.

Blue Bell Private Wealth Management reported no remaining MFS High Income Municipal Trust position as of Q2 2026 after selling out during the quarter.
Blue Bell Private Wealth Management sold 103,096 MFS High Income Municipal Trust shares in Q2 2026, an estimated $382K.
Blue Bell Private Wealth Management first reported a position in MFS High Income Municipal Trust in Q4 2023 and held it in 10 quarters.
Blue Bell Private Wealth Management's MFS High Income Municipal Trust position peaked at $410K in Q3 2024.
0 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.