Morgan Stanley
CXE

Morgan Stanley’s MFS High Income Municipal Trust CXE Stock Holding History

Morgan Stanley’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 		$1.09M Buy
292,643
+22,440
+8% +$84.8K ﹤0.01% 5101
2025
Q4 		$1,000K Buy
270,203
+2,913
+1% +$10.8K ﹤0.01% 5192
2025
Q3 		$994K Buy
267,290
+7,298
+3% +$26.1K ﹤0.01% 5181
2025
Q2 		$931K Buy
259,992
+9,997
+4% +$35.4K ﹤0.01% 5132
2025
Q1 		$922K Sell
249,995
-1,242
-0.5% -$4.63K ﹤0.01% 5038
2024
Q4 		$925K Sell
251,237
-38,207
-13% -$146K ﹤0.01% 5130
2024
Q3 		$1.16M Sell
289,444
-49,918
-15% -$191K ﹤0.01% 4965
2024
Q2 		$1.26M Buy
339,362
+1,377
+0.4% +$4.94K ﹤0.01% 4832
2024
Q1 		$1.23M Sell
337,985
-291,915
-46% -$1.05M ﹤0.01% 4857
2023
Q4 		$2.24M Sell
629,900
-38,432
-6% -$126K ﹤0.01% 4862
2023
Q3 		$2.09M Sell
668,332
-24,177
-3% -$82.7K ﹤0.01% 4365
2023
Q2 		$2.41M Buy
692,509
+4,169
+0.6% +$14.6K ﹤0.01% 4299
2023
Q1 		$2.51M Buy
688,340
+18,978
+3% +$68.1K ﹤0.01% 4311
2022
Q4 		$2.34M Sell
669,362
-20,485
-3% -$70.2K ﹤0.01% 4349
2022
Q3 		$2.33M Buy
689,847
+121,534
+21% +$469K ﹤0.01% 4316
2022
Q2 		$2.14M Buy
568,313
+375,859
+195% +$1.49M ﹤0.01% 4487
2022
Q1 		$845K Buy
192,454
+63,431
+49% +$291K ﹤0.01% 5103
2021
Q4 		$657K Buy
129,023
+2,601
+2% +$13.2K ﹤0.01% 5385
2021
Q3 		$665K Buy
126,422
+14,791
+13% +$79.1K ﹤0.01% 5320
2021
Q2 		$589K Buy
111,631
+6,464
+6% +$34.4K ﹤0.01% 5422
2021
Q1 		$536K Sell
105,167
-795
-0.8% -$4.04K ﹤0.01% 5111
2020
Q4 		$537K Buy
105,962
+12,791
+14% +$61.6K ﹤0.01% 5039
2020
Q3 		$440K Sell
93,171
-13,918
-13% -$68.1K ﹤0.01% 4709
2020
Q2 		$499K Sell
107,089
-101
-0.1% -$449 ﹤0.01% 4595
2020
Q1 		$503K Buy
107,190
+6,190
+6% +$32K ﹤0.01% 4368
2019
Q4 		$543K Sell
101,000
-137
-0.1% -$739 ﹤0.01% 4881
2019
Q3 		$556K Sell
101,137
-7,129
-7% -$38.1K ﹤0.01% 4635
2019
Q2 		$564K Buy
108,266
+10,312
+11% +$53K ﹤0.01% 4545
2019
Q1 		$501K Buy
97,954
+15,740
+19% +$77.8K ﹤0.01% 4548
2018
Q4 		$381K Sell
82,214
-4,900
-6% -$23.3K ﹤0.01% 4966
2018
Q3 		$430K Sell
87,114
-60,554
-41% -$301K ﹤0.01% 5081
2018
Q2 		$735K Sell
147,668
-5,419
-4% -$26.6K ﹤0.01% 4832
2018
Q1 		$754K Sell
153,087
-20,355
-12% -$103K ﹤0.01% 4743
2017
Q4 		$909K Buy
173,442
+58,700
+51% +$311K ﹤0.01% 4604
2017
Q3 		$601K Sell
114,742
-240,341
-68% -$1.27M ﹤0.01% 4759
2017
Q2 		$1.85M Buy
355,083
+12,260
+4% +$63.1K ﹤0.01% 3881
2017
Q1 		$1.72M Sell
342,823
-17,516
-5% -$87.2K ﹤0.01% 3936
2016
Q4 		$1.77M Buy
360,339
+166,280
+86% +$831K ﹤0.01% 4034
2016
Q3 		$1.04M Sell
194,059
-35,013
-15% -$190K ﹤0.01% 4003
2016
Q2 		$1.26M Sell
229,072
-28,429
-11% -$152K ﹤0.01% 3792
2016
Q1 		$1.32M Buy
257,501
+27,930
+12% +$141K ﹤0.01% 3692
2015
Q4 		$1.13M Sell
229,571
-7,690
-3% -$37.1K ﹤0.01% 3969
2015
Q3 		$1.13M Buy
237,261
+49,454
+26% +$229K ﹤0.01% 4011
2015
Q2 		$866K Buy
187,807
+44,029
+31% +$210K ﹤0.01% 4315
2015
Q1 		$699K Sell
143,778
-120,136
-46% -$589K ﹤0.01% 4402
2014
Q4 		$1.29M Buy
263,914
+73,933
+39% +$355K ﹤0.01% 3943
2014
Q3 		$902K Buy
189,981
+16,939
+10% +$80.6K ﹤0.01% 4116
2014
Q2 		$829K Buy
173,042
+9,105
+6% +$43.9K ﹤0.01% 4214
2014
Q1 		$779K Buy
163,937
+50,538
+45% +$236K ﹤0.01% 4210
2013
Q4 		$507K Buy
113,399
+34,445
+44% +$155K ﹤0.01% 4437
2013
Q3 		$367K Buy
78,954
+26,491
+50% +$121K ﹤0.01% 4537
2013
Q2 		$256K Buy
+52,463
New +$286K ﹤0.01% 4695

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

Morgan Stanley's CXE Position: Q1 2026 in Review

Morgan Stanley increased its MFS High Income Municipal Trust (CXE) stake by 8.3% in Q1 2026, buying an estimated $84.8K and bringing the position to 292,643 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #5101.

Morgan Stanley first reported a position in CXE in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.51M in Q1 2023. 60 funds tracked by Wall St. Rank hold CXE as of Q1 2026.

  • Morgan Stanley held 292,643 shares of MFS High Income Municipal Trust worth $1.09M as of Q1 2026.
  • Morgan Stanley bought 22,440 MFS High Income Municipal Trust shares in Q1 2026, an estimated $84.8K.
  • MFS High Income Municipal Trust made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5101 holding.
  • Morgan Stanley first reported a position in MFS High Income Municipal Trust in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's MFS High Income Municipal Trust position peaked at $2.51M in Q1 2023.
  • 60 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.