Parallel Advisors’s MFS High Income Municipal Trust CXE Stock Holding History

Parallel Advisors’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
2021 Q3	–	Sell	-6,200	Closed	-$33K	–	3107
2021 Q2	$33K	Hold	6,200	–	–	﹤0.01%	1433
2021 Q1	$32K	Hold	6,200	–	–	﹤0.01%	1379
2020 Q4	$31K	Hold	6,200	–	–	﹤0.01%	1296
2020 Q3	$29K	Hold	6,200	–	–	﹤0.01%	1295
2020 Q2	$28K	Hold	6,200	–	–	﹤0.01%	1276
2020 Q1	$29K	Buy	+6,200	New	+$32.1K	﹤0.01%	1149

Other funds holding CXE

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Parallel Advisors's CXE Position: Q3 2021 in Review

Parallel Advisors sold out of MFS High Income Municipal Trust (CXE) in Q3 2021, closing a stake of 6,200 shares — an estimated $33K sold.

Parallel Advisors first reported a position in CXE in Q1 2020 and held it in 6 quarters. The position peaked at $33K in Q2 2021. 28 funds tracked by Wall St. Rank hold CXE as of Q3 2021.

Parallel Advisors reported no remaining MFS High Income Municipal Trust position as of Q3 2021 after selling out during the quarter.
Parallel Advisors sold 6,200 MFS High Income Municipal Trust shares in Q3 2021, an estimated $33K.
Parallel Advisors first reported a position in MFS High Income Municipal Trust in Q1 2020 and held it in 6 quarters.
Parallel Advisors's MFS High Income Municipal Trust position peaked at $33K in Q2 2021.
28 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q3 2021.

Based on Parallel Advisors's 13F filing for Q3 2021, filed 22 Oct 2021.