H6H
CXE

Hightower 6M Holding’s MFS High Income Municipal Trust CXE Stock Holding History

Hightower 6M Holding’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
Q3 		$137K Buy
40,609
+1,536
+4% +$5.92K 0.01% 231
2022
Q2 		$147K Sell
39,073
-4,320
-10% -$17.1K 0.01% 320
2022
Q1 		$190K Buy
+43,393
New +$199K 0.01% 372

Other funds holding CXE

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Hightower 6M Holding's CXE Position: Q3 2022 in Review

Hightower 6M Holding increased its MFS High Income Municipal Trust (CXE) stake by 3.9% in Q3 2022, buying an estimated $5.92K and bringing the position to 40,609 shares worth $137K. The position accounts for 0.01% of the portfolio, ranked #231.

Hightower 6M Holding first reported a position in CXE in Q1 2022 and has held it in 3 quarters since. The position peaked at $190K in Q1 2022. 44 funds tracked by Wall St. Rank hold CXE as of Q3 2022.

  • Hightower 6M Holding held 40,609 shares of MFS High Income Municipal Trust worth $137K as of Q3 2022.
  • Hightower 6M Holding bought 1,536 MFS High Income Municipal Trust shares in Q3 2022, an estimated $5.92K.
  • MFS High Income Municipal Trust made up 0.01% of Hightower 6M Holding's portfolio in Q3 2022, its #231 holding.
  • Hightower 6M Holding first reported a position in MFS High Income Municipal Trust in Q1 2022 and has held it in 3 quarters since.
  • Hightower 6M Holding's MFS High Income Municipal Trust position peaked at $190K in Q1 2022.
  • 44 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q3 2022.

Based on Hightower 6M Holding's 13F filing for Q3 2022, filed 25 Oct 2022.