Northwestern Mutual Wealth Management
CXE

Northwestern Mutual Wealth Management’s MFS High Income Municipal Trust CXE Stock Holding History

Northwestern Mutual Wealth Management’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 		$5.94K Hold
1,600
– – ﹤0.01% 3250
2025
Q4 		$5.92K Hold
1,600
– – ﹤0.01% 3170
2025
Q3 		$5.95K Buy
1,600
+1,100
+220% +$3.94K ﹤0.01% 3081
2025
Q2 		$1.79K Buy
+500
New +$1.77K ﹤0.01% 3283
2023
Q2 		– Sell
-2,332
Closed -$8.51K – 3392
2023
Q1 		$8.51K Buy
+2,332
New +$8.37K ﹤0.01% 2561
2022
Q4 		– Sell
-17,350
Closed -$58K – 3347
2022
Q3 		$58K Hold
17,350
– – ﹤0.01% 1846
2022
Q2 		$65K Sell
17,350
-7,858
-31% -$31K ﹤0.01% 1816
2022
Q1 		$111K Sell
25,208
-51,092
-67% -$235K ﹤0.01% 1659
2021
Q4 		$388K Buy
76,300
+41,073
+117% +$209K ﹤0.01% 1181
2021
Q3 		$185K Buy
35,227
+10,701
+44% +$57.2K ﹤0.01% 1375
2021
Q2 		$129K Hold
24,526
– – ﹤0.01% 1494
2021
Q1 		$126K Buy
24,526
+1,984
+9% +$10.1K ﹤0.01% 1402
2020
Q4 		$114K Sell
22,542
-1,345
-6% -$6.48K ﹤0.01% 1357
2020
Q3 		$113K Buy
23,887
+4,329
+22% +$21.2K ﹤0.01% 1226
2020
Q2 		$91K Buy
19,558
+5,365
+38% +$23.9K ﹤0.01% 1238
2020
Q1 		$67K Hold
14,193
– – ﹤0.01% 1265
2019
Q4 		$76K Buy
14,193
+2,863
+25% +$15.4K ﹤0.01% 1294
2019
Q3 		$62K Sell
11,330
-15,958
-58% -$85.2K ﹤0.01% 1345
2019
Q2 		$142K Buy
27,288
+9,884
+57% +$50.8K ﹤0.01% 991
2019
Q1 		$89K Buy
+17,404
New +$86.1K ﹤0.01% 1137

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

Northwestern Mutual Wealth Management's CXE Position: Q1 2026 in Review

Northwestern Mutual Wealth Management held its MFS High Income Municipal Trust (CXE) position steady in Q1 2026 at 1,600 shares worth $5.94K. The position accounts for ﹤0.01% of the portfolio, ranked #3250.

Northwestern Mutual Wealth Management first reported a position in CXE in Q1 2019 and has held it in 20 quarters since. The position peaked at $388K in Q4 2021. 60 funds tracked by Wall St. Rank hold CXE as of Q1 2026.

  • Northwestern Mutual Wealth Management held 1,600 shares of MFS High Income Municipal Trust worth $5.94K as of Q1 2026.
  • Northwestern Mutual Wealth Management left its MFS High Income Municipal Trust share count unchanged in Q1 2026.
  • MFS High Income Municipal Trust made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #3250 holding.
  • Northwestern Mutual Wealth Management first reported a position in MFS High Income Municipal Trust in Q1 2019 and has held it in 20 quarters since.
  • Northwestern Mutual Wealth Management's MFS High Income Municipal Trust position peaked at $388K in Q4 2021.
  • 60 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.