HH
CXE

Hilltop Holdings’s MFS High Income Municipal Trust CXE Stock Holding History

Hilltop Holdings’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
2023
Q2 		– Sell
-15,000
Closed -$54.8K – 572
2023
Q1 		$54.8K Hold
15,000
– – 0.01% 530
2022
Q4 		$52.4K Hold
15,000
– – 0.01% 524
2022
Q3 		$51K Hold
15,000
– – 0.01% 502
2022
Q2 		$56K Hold
15,000
– – 0.01% 509
2022
Q1 		$66K Hold
15,000
– – 0.01% 538
2021
Q4 		$76K Hold
15,000
– – 0.01% 582
2021
Q3 		$79K Buy
+15,000
New +$80.2K 0.01% 581

Other funds holding CXE

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

Hilltop Holdings's CXE Position: Q2 2023 in Review

Hilltop Holdings sold out of MFS High Income Municipal Trust (CXE) in Q2 2023, closing a stake of 15,000 shares — an estimated $54.8K sold.

Hilltop Holdings first reported a position in CXE in Q3 2021 and held it in 7 quarters. The position peaked at $79K in Q3 2021. 41 funds tracked by Wall St. Rank hold CXE as of Q2 2023.

  • Hilltop Holdings reported no remaining MFS High Income Municipal Trust position as of Q2 2023 after selling out during the quarter.
  • Hilltop Holdings sold 15,000 MFS High Income Municipal Trust shares in Q2 2023, an estimated $54.8K.
  • Hilltop Holdings first reported a position in MFS High Income Municipal Trust in Q3 2021 and held it in 7 quarters.
  • Hilltop Holdings's MFS High Income Municipal Trust position peaked at $79K in Q3 2021.
  • 41 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q2 2023.

Based on Hilltop Holdings's 13F filing for Q2 2023, filed 14 Aug 2023.