LSC
CXE

Logan Stone Capital’s MFS High Income Municipal Trust CXE Stock Holding History

Logan Stone Capital’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
2026
Q1 		$182K Sell
49,093
-104,965
-68% -$397K 0.05% 116
2025
Q4 		$570K Sell
154,058
-9,054
-6% -$33.7K 0.14% 86
2025
Q3 		$607K Sell
163,112
-90,452
-36% -$324K 0.28% 44
2025
Q2 		$908K Sell
253,564
-7,000
-3% -$24.8K 0.43% 36
2025
Q1 		$961K Buy
260,564
+19,724
+8% +$73.6K 0.45% 41
2024
Q4 		$886K Sell
240,840
-31,484
-12% -$121K 0.3% 61
2024
Q3 		$1.09M Sell
272,324
-16,975
-6% -$65K 0.27% 71
2024
Q2 		$1.07M Sell
289,299
-244,683
-46% -$878K 0.28% 85
2024
Q1 		$1.94M Buy
533,982
+45,594
+9% +$163K 0.42% 54
2023
Q4 		$1.73M Buy
488,388
+64,552
+15% +$212K 0.35% 74
2023
Q3 		$1.32M Buy
423,836
+10,711
+3% +$36.6K 0.36% 69
2023
Q2 		$1.44M Buy
413,125
+20,227
+5% +$70.9K 0.49% 61
2023
Q1 		$1.43M Buy
392,898
+40,621
+12% +$146K 0.57% 61
2022
Q4 		$1.23M Buy
352,277
+309,480
+723% +$1.06M 0.46% 74
2022
Q3 		$144K Sell
42,797
-5,082
-11% -$19.6K 0.09% 128
2022
Q2 		$180K Buy
47,879
+1,793
+4% +$7.08K 0.13% 107
2022
Q1 		$202K Buy
+46,086
New +$212K 0.15% 116

Other funds holding CXE

AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Logan Stone Capital's CXE Position: Q1 2026 in Review

Logan Stone Capital reduced its MFS High Income Municipal Trust (CXE) stake by 68% in Q1 2026, selling an estimated $397K and leaving 49,093 shares worth $182K. The position accounts for 0.05% of the portfolio, ranked #116.

Logan Stone Capital first reported a position in CXE in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.94M in Q1 2024. 60 funds tracked by Wall St. Rank hold CXE as of Q1 2026.

  • Logan Stone Capital held 49,093 shares of MFS High Income Municipal Trust worth $182K as of Q1 2026.
  • Logan Stone Capital sold 104,965 MFS High Income Municipal Trust shares in Q1 2026, an estimated $397K.
  • MFS High Income Municipal Trust made up 0.05% of Logan Stone Capital's portfolio in Q1 2026, its #116 holding.
  • Logan Stone Capital first reported a position in MFS High Income Municipal Trust in Q1 2022 and has held it in 17 quarters since.
  • Logan Stone Capital's MFS High Income Municipal Trust position peaked at $1.94M in Q1 2024.
  • 60 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q1 2026.

Based on Logan Stone Capital's 13F filing for Q1 2026, filed 15 May 2026.