Mariner
CXE

Mariner’s MFS High Income Municipal Trust CXE Stock Holding History

Mariner’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 		$110K Buy
29,608
+420
+1% +$1.59K ﹤0.01% 3309
2025
Q4 		$108K Buy
29,188
+13,703
+88% +$50.9K ﹤0.01% 3317
2025
Q3 		$57.6K Buy
15,485
+230
+2% +$824 ﹤0.01% 3435
2025
Q2 		$54.6K Buy
15,255
+218
+1% +$771 ﹤0.01% 3335
2025
Q1 		$55.5K Buy
15,037
+191
+1% +$713 ﹤0.01% 3301
2024
Q4 		$54.6K Buy
14,846
+187
+1% +$716 ﹤0.01% 3276
2024
Q3 		$58.7K Buy
14,659
+180
+1% +$689 ﹤0.01% 3171
2024
Q2 		$53.7K Buy
14,479
+180
+1% +$646 ﹤0.01% 3044
2024
Q1 		$51.9K Buy
14,299
+215
+2% +$771 ﹤0.01% 3025
2023
Q4 		$50K Buy
+14,084
New +$46.2K ﹤0.01% 2937

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

Mariner's CXE Position: Q1 2026 in Review

Mariner increased its MFS High Income Municipal Trust (CXE) stake by 1.4% in Q1 2026, buying an estimated $1.59K and bringing the position to 29,608 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #3309.

Mariner first reported a position in CXE in Q4 2023 and has held it in 10 quarters since. 60 funds tracked by Wall St. Rank hold CXE as of Q1 2026.

  • Mariner held 29,608 shares of MFS High Income Municipal Trust worth $110K as of Q1 2026.
  • Mariner bought 420 MFS High Income Municipal Trust shares in Q1 2026, an estimated $1.59K.
  • MFS High Income Municipal Trust made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #3309 holding.
  • Mariner first reported a position in MFS High Income Municipal Trust in Q4 2023 and has held it in 10 quarters since.
  • 60 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.