HR
CXE

Hayden Royal’s MFS High Income Municipal Trust CXE Stock Holding History

Hayden Royal’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
Q3 		– Sell
-15,000
Closed -$61K – 211
2020
Q2 		$61K Hold
15,000
– – 0.03% 162
2020
Q1 		$63.3K Hold
15,000
– – 0.04% 214
2019
Q4 		$73.6K Buy
+15,000
New +$80.9K 0.04% 213

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
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

Hayden Royal's CXE Position: Q3 2020 in Review

Hayden Royal sold out of MFS High Income Municipal Trust (CXE) in Q3 2020, closing a stake of 15,000 shares — an estimated $61K sold.

Hayden Royal first reported a position in CXE in Q4 2019 and held it in 3 quarters. The position peaked at $73.6K in Q4 2019. 30 funds tracked by Wall St. Rank hold CXE as of Q3 2020.

  • Hayden Royal reported no remaining MFS High Income Municipal Trust position as of Q3 2020 after selling out during the quarter.
  • Hayden Royal sold 15,000 MFS High Income Municipal Trust shares in Q3 2020, an estimated $61K.
  • Hayden Royal first reported a position in MFS High Income Municipal Trust in Q4 2019 and held it in 3 quarters.
  • Hayden Royal's MFS High Income Municipal Trust position peaked at $73.6K in Q4 2019.
  • 30 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q3 2020.

Based on Hayden Royal's 13F filing for Q3 2020, filed 6 Nov 2020.