LCM
CXE

Landscape Capital Management’s MFS High Income Municipal Trust CXE Stock Holding History

Landscape Capital Management’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
2024
Q3 		– Sell
-21,807
Closed -$80.9K – 699
2024
Q2 		$80.9K Sell
21,807
-12,625
-37% -$45.3K 0.01% 650
2024
Q1 		$125K Sell
34,432
-7,352
-18% -$26.4K 0.01% 652
2023
Q4 		$148K Buy
41,784
+29,751
+247% +$97.6K 0.01% 737
2023
Q3 		$37.5K Sell
12,033
-2,278
-16% -$7.79K 0.01% 450
2023
Q2 		$49.8K Buy
14,311
+902
+7% +$3.16K 0.01% 479
2023
Q1 		$48.9K Sell
13,409
-12,118
-47% -$43.5K 0.01% 567
2022
Q4 		$89.1K Buy
25,527
+6,797
+36% +$23.3K 0.01% 753
2022
Q3 		$63K Sell
18,730
-23,293
-55% -$89.8K 0.01% 919
2022
Q2 		$158K Buy
42,023
+17,732
+73% +$70.1K 0.02% 704
2022
Q1 		$107K Sell
24,291
-454
-2% -$2.08K 0.01% 858
2021
Q4 		$126K Buy
+24,745
New +$126K 0.02% 723
2020
Q2 		– Sell
-24,460
Closed -$115K – 372
2020
Q1 		$115K Buy
+24,460
New +$127K 0.01% 529
2019
Q1 		– Sell
-23,842
Closed -$110K – 698
2018
Q4 		$110K Buy
+23,842
New +$113K 0.01% 825
2015
Q4 		– Sell
-23,928
Closed -$114K – 985
2015
Q3 		$114K Sell
23,928
-17,444
-42% -$80.8K 0.02% 606
2015
Q2 		$191K Buy
+41,372
New +$198K 0.03% 606
2014
Q4 		– Sell
-14,742
Closed -$70K – 533
2014
Q3 		$70K Buy
+14,742
New +$70.2K 0.05% 352

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Landscape Capital Management's CXE Position: Q3 2024 in Review

Landscape Capital Management sold out of MFS High Income Municipal Trust (CXE) in Q3 2024, closing a stake of 21,807 shares — an estimated $80.9K sold.

Landscape Capital Management first reported a position in CXE in Q3 2014 and held it in 16 quarters. The position peaked at $191K in Q2 2015. 48 funds tracked by Wall St. Rank hold CXE as of Q3 2024.

  • Landscape Capital Management reported no remaining MFS High Income Municipal Trust position as of Q3 2024 after selling out during the quarter.
  • Landscape Capital Management sold 21,807 MFS High Income Municipal Trust shares in Q3 2024, an estimated $80.9K.
  • Landscape Capital Management first reported a position in MFS High Income Municipal Trust in Q3 2014 and held it in 16 quarters.
  • Landscape Capital Management's MFS High Income Municipal Trust position peaked at $191K in Q2 2015.
  • 48 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q3 2024.

Based on Landscape Capital Management's 13F filing for Q3 2024, filed 8 Nov 2024.