NFG
CXE

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

Next Financial 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
2017
Q4 		– Sell
-2,000
Closed -$10K – 490
2017
Q3 		$10K Buy
+2,000
New +$10.6K ﹤0.01% 1202
2017
Q1 		– Sell
-2,000
Closed -$10K – 1947
2016
Q4 		$10K Buy
+2,000
New +$9.99K ﹤0.01% 1643

Other funds holding CXE

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

Next Financial Group's CXE Position: Q4 2017 in Review

Next Financial Group sold out of MFS High Income Municipal Trust (CXE) in Q4 2017, closing a stake of 2,000 shares — an estimated $10K sold.

Next Financial Group first reported a position in CXE in Q4 2016 and held it in 2 quarters. The position peaked at $10K in Q3 2017. 31 funds tracked by Wall St. Rank hold CXE as of Q4 2017.

  • Next Financial Group reported no remaining MFS High Income Municipal Trust position as of Q4 2017 after selling out during the quarter.
  • Next Financial Group sold 2,000 MFS High Income Municipal Trust shares in Q4 2017, an estimated $10K.
  • Next Financial Group first reported a position in MFS High Income Municipal Trust in Q4 2016 and held it in 2 quarters.
  • Next Financial Group's MFS High Income Municipal Trust position peaked at $10K in Q3 2017.
  • 31 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.