NFSG
CXE

Newbridge Financial Services Group’s MFS High Income Municipal Trust CXE Stock Holding History

Newbridge Financial Services 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
2025
Q4 		– Sell
-978
Closed -$3.64K – 1249
2025
Q3 		$3.64K Hold
978
– – ﹤0.01% 1070
2025
Q2 		$3.5K Buy
+978
New +$3.46K ﹤0.01% 1068
2021
Q3 		– Sell
-2,768
Closed -$15K – 1435
2021
Q2 		$15K Hold
2,768
– – 0.01% 854
2021
Q1 		$14K Hold
2,768
– – 0.01% 783
2020
Q4 		$14K Hold
2,768
– – 0.01% 623
2020
Q3 		$13K Buy
+2,768
New +$13.6K 0.01% 605

Other funds holding CXE

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
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return

Newbridge Financial Services Group's CXE Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of MFS High Income Municipal Trust (CXE) in Q4 2025, closing a stake of 978 shares — an estimated $3.64K sold.

Newbridge Financial Services Group first reported a position in CXE in Q3 2020 and held it in 6 quarters. The position peaked at $15K in Q2 2021. 61 funds tracked by Wall St. Rank hold CXE as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining MFS High Income Municipal Trust position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 978 MFS High Income Municipal Trust shares in Q4 2025, an estimated $3.64K.
  • Newbridge Financial Services Group first reported a position in MFS High Income Municipal Trust in Q3 2020 and held it in 6 quarters.
  • Newbridge Financial Services Group's MFS High Income Municipal Trust position peaked at $15K in Q2 2021.
  • 61 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.