Measured Wealth Private Client Group’s MFS High Income Municipal Trust CXE Stock Holding History

Measured Wealth Private Client Group’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 Q3	–	Sell	-41,950	Closed	-$195K	–	141
2020 Q2	$195K	Hold	41,950	–	–	0.11%	117
2020 Q1	$197K	Hold	41,950	–	–	0.15%	87
2019 Q4	$226K	Hold	41,950	–	–	0.15%	89
2019 Q3	$231K	Hold	41,950	–	–	0.15%	106
2019 Q2	$219K	Buy	+41,950	New	+$216K	0.13%	168

Other funds holding CXE

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return

Measured Wealth Private Client Group's CXE Position: Q3 2020 in Review

Measured Wealth Private Client Group sold out of MFS High Income Municipal Trust (CXE) in Q3 2020, closing a stake of 41,950 shares — an estimated $195K sold.

Measured Wealth Private Client Group first reported a position in CXE in Q2 2019 and held it in 5 quarters. The position peaked at $231K in Q3 2019. 30 funds tracked by Wall St. Rank hold CXE as of Q3 2020.

Measured Wealth Private Client Group reported no remaining MFS High Income Municipal Trust position as of Q3 2020 after selling out during the quarter.
Measured Wealth Private Client Group sold 41,950 MFS High Income Municipal Trust shares in Q3 2020, an estimated $195K.
Measured Wealth Private Client Group first reported a position in MFS High Income Municipal Trust in Q2 2019 and held it in 5 quarters.
Measured Wealth Private Client Group's MFS High Income Municipal Trust position peaked at $231K in Q3 2019.
30 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q3 2020.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2020, filed 15 Oct 2020.