GI
CXE

Gradient Investments’s MFS High Income Municipal Trust CXE Stock Holding History

Gradient Investments’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
2022
Q1 		– Sell
-100
Closed -$1K – 1205
2021
Q4 		$1K Buy
+100
New +$508 ﹤0.01% 1133

Other funds holding CXE

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gradient Investments's CXE Position: Q1 2022 in Review

Gradient Investments sold out of MFS High Income Municipal Trust (CXE) in Q1 2022, closing a stake of 100 shares — an estimated $1K sold.

Gradient Investments first reported a position in CXE in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 45 funds tracked by Wall St. Rank hold CXE as of Q1 2022.

  • Gradient Investments reported no remaining MFS High Income Municipal Trust position as of Q1 2022 after selling out during the quarter.
  • Gradient Investments sold 100 MFS High Income Municipal Trust shares in Q1 2022, an estimated $1K.
  • Gradient Investments first reported a position in MFS High Income Municipal Trust in Q4 2021 and held it in 1 quarter.
  • Gradient Investments's MFS High Income Municipal Trust position peaked at $1K in Q4 2021.
  • 45 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q1 2022.

Based on Gradient Investments's 13F filing for Q1 2022, filed 26 May 2022.