Northwestern Mutual Wealth Management’s MFS High Income Municipal Trust CXE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-1,600
| Closed | -$5.94K | – | 4167 |
|
|
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 |
|
Northwestern Mutual Wealth Management's CXE Position: Q2 2026 in Review
Northwestern Mutual Wealth Management sold out of MFS High Income Municipal Trust (CXE) in Q2 2026, closing a stake of 1,600 shares — an estimated $5.94K sold.
Northwestern Mutual Wealth Management first reported a position in CXE in Q1 2019 and held it in 20 quarters. The position peaked at $388K in Q4 2021. 0 funds tracked by Wall St. Rank hold CXE as of Q2 2026.
- Northwestern Mutual Wealth Management reported no remaining MFS High Income Municipal Trust position as of Q2 2026 after selling out during the quarter.
- Northwestern Mutual Wealth Management sold 1,600 MFS High Income Municipal Trust shares in Q2 2026, an estimated $5.94K.
- Northwestern Mutual Wealth Management first reported a position in MFS High Income Municipal Trust in Q1 2019 and held it in 20 quarters.
- Northwestern Mutual Wealth Management's MFS High Income Municipal Trust position peaked at $388K in Q4 2021.
- 0 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q2 2026.
Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.