GP
CXE

Girard Partners’s MFS High Income Municipal Trust CXE Stock Holding History

Girard Partners’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
Q4 		– Sell
-2,500
Closed -$12K – 365
2018
Q3 		$12K Buy
+2,500
New +$12.4K ﹤0.01% 692

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Bank of America
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VanEck Associates
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RJA
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RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Morgan Stanley
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TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
GC
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Girard Partners's CXE Position: Q4 2018 in Review

Girard Partners sold out of MFS High Income Municipal Trust (CXE) in Q4 2018, closing a stake of 2,500 shares — an estimated $12K sold.

Girard Partners first reported a position in CXE in Q3 2018 and held it in 1 quarter. The position peaked at $12K in Q3 2018. 38 funds tracked by Wall St. Rank hold CXE as of Q4 2018.

  • Girard Partners reported no remaining MFS High Income Municipal Trust position as of Q4 2018 after selling out during the quarter.
  • Girard Partners sold 2,500 MFS High Income Municipal Trust shares in Q4 2018, an estimated $12K.
  • Girard Partners first reported a position in MFS High Income Municipal Trust in Q3 2018 and held it in 1 quarter.
  • Girard Partners's MFS High Income Municipal Trust position peaked at $12K in Q3 2018.
  • 38 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.