IAA
CXE

Independent Advisor Alliance’s MFS High Income Municipal Trust CXE Stock Holding History

Independent Advisor Alliance’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
Q1 		– Sell
-85,311
Closed -$459K – 486
2019
Q4 		$459K Buy
+85,311
New +$460K 0.02% 552

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Independent Advisor Alliance's CXE Position: Q1 2020 in Review

Independent Advisor Alliance sold out of MFS High Income Municipal Trust (CXE) in Q1 2020, closing a stake of 85,311 shares — an estimated $459K sold.

Independent Advisor Alliance first reported a position in CXE in Q4 2019 and held it in 1 quarter. The position peaked at $459K in Q4 2019. 31 funds tracked by Wall St. Rank hold CXE as of Q1 2020.

  • Independent Advisor Alliance reported no remaining MFS High Income Municipal Trust position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 85,311 MFS High Income Municipal Trust shares in Q1 2020, an estimated $459K.
  • Independent Advisor Alliance first reported a position in MFS High Income Municipal Trust in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's MFS High Income Municipal Trust position peaked at $459K in Q4 2019.
  • 31 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.