Citadel Advisors
CXE

Citadel Advisors’s MFS High Income Municipal Trust CXE Stock Holding History

Citadel Advisors’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
Q4 		– Sell
-25,812
Closed -$96K – 12860
2025
Q3 		$96K Buy
25,812
+4,142
+19% +$14.8K ﹤0.01% 11873
2025
Q2 		$77.6K Buy
+21,670
New +$76.7K ﹤0.01% 11517
2025
Q1 		– Sell
-29,845
Closed -$110K – 14629
2024
Q4 		$110K Buy
+29,845
New +$114K ﹤0.01% 11346
2024
Q3 		– Sell
-14,146
Closed -$52.5K – 14369
2024
Q2 		$52.5K Buy
+14,146
New +$50.7K ﹤0.01% 11704
2023
Q4 		– Sell
-81,265
Closed -$254K – 14391
2023
Q3 		$254K Sell
81,265
-47,954
-37% -$164K ﹤0.01% 9477
2023
Q2 		$450K Buy
+129,219
New +$453K ﹤0.01% 8180
2023
Q1 		– Sell
-11,490
Closed -$40.1K – 14834
2022
Q4 		$40.1K Buy
+11,490
New +$39.4K ﹤0.01% 12416
2021
Q4 		– Sell
-12,393
Closed -$65K – 13915
2021
Q3 		$65K Buy
+12,393
New +$66.2K ﹤0.01% 13209
2018
Q2 		– Sell
-11,178
Closed -$55K – 8882
2018
Q1 		$55K Buy
+11,178
New +$56.3K ﹤0.01% 7904
2015
Q4 		– Sell
-12,535
Closed -$60K – 8779
2015
Q3 		$60K Buy
+12,535
New +$58.1K ﹤0.01% 7440

Other funds holding CXE

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
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return

Citadel Advisors's CXE Position: Q4 2025 in Review

Citadel Advisors sold out of MFS High Income Municipal Trust (CXE) in Q4 2025, closing a stake of 25,812 shares — an estimated $96K sold.

Citadel Advisors first reported a position in CXE in Q3 2015 and held it in 10 quarters. The position peaked at $450K in Q2 2023. 61 funds tracked by Wall St. Rank hold CXE as of Q4 2025.

  • Citadel Advisors reported no remaining MFS High Income Municipal Trust position as of Q4 2025 after selling out during the quarter.
  • Citadel Advisors sold 25,812 MFS High Income Municipal Trust shares in Q4 2025, an estimated $96K.
  • Citadel Advisors first reported a position in MFS High Income Municipal Trust in Q3 2015 and held it in 10 quarters.
  • Citadel Advisors's MFS High Income Municipal Trust position peaked at $450K in Q2 2023.
  • 61 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q4 2025.

Based on Citadel Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.