DWM
CXE

Darwin Wealth Management’s MFS High Income Municipal Trust CXE Stock Holding History

Darwin 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
2020
Q2 		– Sell
-1,500
Closed -$7K – 281
2020
Q1 		$7K Buy
+1,500
New +$7.77K ﹤0.01% 535

Other funds holding CXE

UBS Group
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HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Darwin Wealth Management's CXE Position: Q2 2020 in Review

Darwin Wealth Management sold out of MFS High Income Municipal Trust (CXE) in Q2 2020, closing a stake of 1,500 shares — an estimated $7K sold.

Darwin Wealth Management first reported a position in CXE in Q1 2020 and held it in 1 quarter. The position peaked at $7K in Q1 2020. 30 funds tracked by Wall St. Rank hold CXE as of Q2 2020.

  • Darwin Wealth Management reported no remaining MFS High Income Municipal Trust position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 1,500 MFS High Income Municipal Trust shares in Q2 2020, an estimated $7K.
  • Darwin Wealth Management first reported a position in MFS High Income Municipal Trust in Q1 2020 and held it in 1 quarter.
  • Darwin Wealth Management's MFS High Income Municipal Trust position peaked at $7K in Q1 2020.
  • 30 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.