GWM
CXE

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

Gupta 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
2015
Q4 		– Sell
-9,200
Closed -$44K – 1266
2015
Q3 		$44K Buy
+9,200
New +$42.6K 0.01% 472

Other funds holding CXE

AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LCM
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gupta Wealth Management's CXE Position: Q4 2015 in Review

Gupta Wealth Management sold out of MFS High Income Municipal Trust (CXE) in Q4 2015, closing a stake of 9,200 shares — an estimated $44K sold.

Gupta Wealth Management first reported a position in CXE in Q3 2015 and held it in 1 quarter. The position peaked at $44K in Q3 2015. 32 funds tracked by Wall St. Rank hold CXE as of Q4 2015.

  • Gupta Wealth Management reported no remaining MFS High Income Municipal Trust position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 9,200 MFS High Income Municipal Trust shares in Q4 2015, an estimated $44K.
  • Gupta Wealth Management first reported a position in MFS High Income Municipal Trust in Q3 2015 and held it in 1 quarter.
  • Gupta Wealth Management's MFS High Income Municipal Trust position peaked at $44K in Q3 2015.
  • 32 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.