JWCA
CXE

J.W. Cole Advisors’s MFS High Income Municipal Trust CXE Stock Holding History

J.W. Cole 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
2020
Q4 		– Sell
-30,429
Closed -$144K – 680
2020
Q3 		$144K Buy
+30,429
New +$149K 0.01% 700

Other funds holding CXE

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HKAM
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

J.W. Cole Advisors's CXE Position: Q4 2020 in Review

J.W. Cole Advisors sold out of MFS High Income Municipal Trust (CXE) in Q4 2020, closing a stake of 30,429 shares — an estimated $144K sold.

J.W. Cole Advisors first reported a position in CXE in Q3 2020 and held it in 1 quarter. The position peaked at $144K in Q3 2020. 30 funds tracked by Wall St. Rank hold CXE as of Q4 2020.

  • J.W. Cole Advisors reported no remaining MFS High Income Municipal Trust position as of Q4 2020 after selling out during the quarter.
  • J.W. Cole Advisors sold 30,429 MFS High Income Municipal Trust shares in Q4 2020, an estimated $144K.
  • J.W. Cole Advisors first reported a position in MFS High Income Municipal Trust in Q3 2020 and held it in 1 quarter.
  • J.W. Cole Advisors's MFS High Income Municipal Trust position peaked at $144K in Q3 2020.
  • 30 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q4 2020.

Based on J.W. Cole Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.