FA
CXE

Fiduciary Alliance’s MFS High Income Municipal Trust CXE Stock Holding History

Fiduciary Alliance’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
2023
Q1 		– Sell
-1,530
Closed -$5.34K – 307
2022
Q4 		$5.34K Buy
+1,530
New +$5.24K ﹤0.01% 515

Other funds holding CXE

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Fiduciary Alliance's CXE Position: Q1 2023 in Review

Fiduciary Alliance sold out of MFS High Income Municipal Trust (CXE) in Q1 2023, closing a stake of 1,530 shares — an estimated $5.34K sold.

Fiduciary Alliance first reported a position in CXE in Q4 2022 and held it in 1 quarter. The position peaked at $5.34K in Q4 2022. 43 funds tracked by Wall St. Rank hold CXE as of Q1 2023.

  • Fiduciary Alliance reported no remaining MFS High Income Municipal Trust position as of Q1 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 1,530 MFS High Income Municipal Trust shares in Q1 2023, an estimated $5.34K.
  • Fiduciary Alliance first reported a position in MFS High Income Municipal Trust in Q4 2022 and held it in 1 quarter.
  • Fiduciary Alliance's MFS High Income Municipal Trust position peaked at $5.34K in Q4 2022.
  • 43 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q1 2023.

Based on Fiduciary Alliance's 13F filing for Q1 2023, filed 18 Apr 2023.