IFP Advisors’s MFS High Income Municipal Trust CXE Stock Holding History

IFP Advisors’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 Q1	–	Sell	-68	Closed	-$1K	–	3592
2022 Q4	$1K	Sell	68 -4	-6%	-$14	﹤0.01%	4312
2022 Q3	$1K	Hold	72	–	–	﹤0.01%	4528
2022 Q2	$1K	Hold	72	–	–	﹤0.01%	4309
2022 Q1	$1K	Buy	+72	New	+$331	﹤0.01%	4309
2018 Q4	–	Sell	-1,000	Closed	-$5K	–	3587
2018 Q3	$5K	Sell	1,000 -68,316	-99%	-$340K	﹤0.01%	3186
2018 Q2	$345K	Buy	69,316 +22,901	+49%	+$113K	0.01%	823
2018 Q1	$243K	Hold	46,415	–	–	0.01%	903
2017 Q4	$243K	Sell	46,415 -31,169	-40%	-$165K	0.01%	906
2017 Q3	$407K	Hold	77,584	–	–	0.02%	774
2017 Q2	$403K	Sell	77,584 -1,131	-1%	-$5.82K	0.02%	767
2017 Q1	$395K	Sell	78,715 -3,000	-4%	-$14.9K	0.02%	784
2016 Q4	$400K	Sell	81,715 -19,800	-20%	-$98.9K	0.02%	720
2016 Q3	$544K	Hold	101,515	–	–	0.03%	533
2016 Q2	$558K	Buy	+101,515	New	+$542K	0.03%	511
2016 Q1	–	Sell	-33,831	Closed	-$166K	–	2575
2015 Q4	$166K	Buy	+33,831	New	+$163K	0.01%	919

Other funds holding CXE

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

IFP Advisors's CXE Position: Q1 2023 in Review

IFP Advisors sold out of MFS High Income Municipal Trust (CXE) in Q1 2023, closing a stake of 68 shares — an estimated $1K sold.

IFP Advisors first reported a position in CXE in Q4 2015 and held it in 15 quarters. The position peaked at $558K in Q2 2016. 43 funds tracked by Wall St. Rank hold CXE as of Q1 2023.

IFP Advisors reported no remaining MFS High Income Municipal Trust position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 68 MFS High Income Municipal Trust shares in Q1 2023, an estimated $1K.
IFP Advisors first reported a position in MFS High Income Municipal Trust in Q4 2015 and held it in 15 quarters.
IFP Advisors's MFS High Income Municipal Trust position peaked at $558K in Q2 2016.
43 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.