CIBC Private Wealth Group’s MFS High Income Municipal Trust CXE Stock Holding History

CIBC Private Wealth 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
2018 Q1	–	Sell	-40,500	Closed	-$212K	–	1968
2017 Q4	$212K	Hold	40,500	–	–	﹤0.01%	923
2017 Q3	$212K	Hold	40,500	–	–	﹤0.01%	893
2017 Q2	$211K	Hold	40,500	–	–	﹤0.01%	592
2017 Q1	$203K	Buy	+40,500	New	+$202K	﹤0.01%	575
2016 Q4	–	Sell	-40,500	Closed	-$217K	–	581
2016 Q3	$217K	Hold	40,500	–	–	﹤0.01%	574
2016 Q2	$223K	Hold	40,500	–	–	﹤0.01%	578
2016 Q1	$208K	Buy	+40,500	New	+$204K	﹤0.01%	578

Other funds holding CXE

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

CIBC Private Wealth Group's CXE Position: Q1 2018 in Review

CIBC Private Wealth Group sold out of MFS High Income Municipal Trust (CXE) in Q1 2018, closing a stake of 40,500 shares — an estimated $212K sold.

CIBC Private Wealth Group first reported a position in CXE in Q1 2016 and held it in 7 quarters. The position peaked at $223K in Q2 2016. 33 funds tracked by Wall St. Rank hold CXE as of Q1 2018.

CIBC Private Wealth Group reported no remaining MFS High Income Municipal Trust position as of Q1 2018 after selling out during the quarter.
CIBC Private Wealth Group sold 40,500 MFS High Income Municipal Trust shares in Q1 2018, an estimated $212K.
CIBC Private Wealth Group first reported a position in MFS High Income Municipal Trust in Q1 2016 and held it in 7 quarters.
CIBC Private Wealth Group's MFS High Income Municipal Trust position peaked at $223K in Q2 2016.
33 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q1 2018.

Based on CIBC Private Wealth Group's 13F filing for Q1 2018, filed 17 May 2018.