MGIA
CXE

Moneta Group Investment Advisors’s MFS High Income Municipal Trust CXE Stock Holding History

Moneta Group Investment 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
Q2 		– Sell
-12,154
Closed -$57K – 255
2020
Q1 		$57K Buy
+12,154
New +$62.9K 0.01% 229

Other funds holding CXE

UBS Group
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Moneta Group Investment Advisors's CXE Position: Q2 2020 in Review

Moneta Group Investment Advisors sold out of MFS High Income Municipal Trust (CXE) in Q2 2020, closing a stake of 12,154 shares — an estimated $57K sold.

Moneta Group Investment Advisors first reported a position in CXE in Q1 2020 and held it in 1 quarter. The position peaked at $57K in Q1 2020. 30 funds tracked by Wall St. Rank hold CXE as of Q2 2020.

  • Moneta Group Investment Advisors reported no remaining MFS High Income Municipal Trust position as of Q2 2020 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 12,154 MFS High Income Municipal Trust shares in Q2 2020, an estimated $57K.
  • Moneta Group Investment Advisors first reported a position in MFS High Income Municipal Trust in Q1 2020 and held it in 1 quarter.
  • Moneta Group Investment Advisors's MFS High Income Municipal Trust position peaked at $57K in Q1 2020.
  • 30 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q2 2020.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.