Parkside Financial Bank & Trust’s MFS High Income Municipal Trust CXE Stock Holding History

Parkside Financial Bank & Trust’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
2024 Q1	–	Sell	-200	Closed	-$710	–	2044
2023 Q4	$710	Sell	200 -218	-52%	-$715	﹤0.01%	1682
2023 Q3	$1.3K	Buy	418 +5	+1%	+$17	﹤0.01%	1771
2023 Q2	$1.44K	Buy	413 +5	+1%	+$18	﹤0.01%	1769
2023 Q1	$1.49K	Buy	408 +4	+1%	+$14	﹤0.01%	1773
2022 Q4	$1.41K	Buy	404 +6	+2%	+$21	﹤0.01%	1775
2022 Q3	$1K	Buy	398 +5	+1%	+$19	﹤0.01%	1659
2022 Q2	$1K	Buy	+393	New	+$1.55K	﹤0.01%	1694

Other funds holding CXE

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

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

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Parkside Financial Bank & Trust's CXE Position: Q1 2024 in Review

Parkside Financial Bank & Trust sold out of MFS High Income Municipal Trust (CXE) in Q1 2024, closing a stake of 200 shares — an estimated $710 sold.

Parkside Financial Bank & Trust first reported a position in CXE in Q2 2022 and held it in 7 quarters. The position peaked at $1.49K in Q1 2023. 48 funds tracked by Wall St. Rank hold CXE as of Q1 2024.

Parkside Financial Bank & Trust reported no remaining MFS High Income Municipal Trust position as of Q1 2024 after selling out during the quarter.
Parkside Financial Bank & Trust sold 200 MFS High Income Municipal Trust shares in Q1 2024, an estimated $710.
Parkside Financial Bank & Trust first reported a position in MFS High Income Municipal Trust in Q2 2022 and held it in 7 quarters.
Parkside Financial Bank & Trust's MFS High Income Municipal Trust position peaked at $1.49K in Q1 2023.
48 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q1 2024.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2024, filed 1 May 2024.