NPC
CXE

National Planning Corporation’s MFS High Income Municipal Trust CXE Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-3,172
Closed -$15.5K – 938
2014
Q4 		$15.5K Buy
+3,172
New +$15.3K ﹤0.01% 1841

Other funds holding CXE

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
TC
TFS Capital West Chester, Pennsylvania $255M AUM 32.31% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

National Planning Corporation's CXE Position: Q1 2015 in Review

National Planning Corporation sold out of MFS High Income Municipal Trust (CXE) in Q1 2015, closing a stake of 3,172 shares — an estimated $15.5K sold.

National Planning Corporation first reported a position in CXE in Q4 2014 and held it in 1 quarter. The position peaked at $15.5K in Q4 2014. 31 funds tracked by Wall St. Rank hold CXE as of Q1 2015.

  • National Planning Corporation reported no remaining MFS High Income Municipal Trust position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 3,172 MFS High Income Municipal Trust shares in Q1 2015, an estimated $15.5K.
  • National Planning Corporation first reported a position in MFS High Income Municipal Trust in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's MFS High Income Municipal Trust position peaked at $15.5K in Q4 2014.
  • 31 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.