RCM
CXE

Rivernorth Capital Management’s MFS High Income Municipal Trust CXE Stock Holding History

Rivernorth Capital 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 		$3.42M Sell
922,762
-21,851
-2% -$82.6K 0.17% 179
2025
Q4 		$3.5M Hold
944,613
– – 0.17% 188
2025
Q3 		$3.51M Hold
944,613
– – 0.2% 139
2025
Q2 		$3.38M Hold
944,613
– – 0.19% 155
2025
Q1 		$3.49M Hold
944,613
– – 0.18% 131
2024
Q4 		$3.48M Hold
944,613
– – 0.17% 126
2024
Q3 		$3.78M Hold
944,613
– – 0.18% 110
2024
Q2 		$3.5M Sell
944,613
-688
-0.1% -$2.47K 0.17% 116
2024
Q1 		$3.43M Sell
945,301
-11,799
-1% -$42.3K 0.17% 112
2023
Q4 		$3.4M Sell
957,100
-52,500
-5% -$172K 0.16% 111
2023
Q3 		$3.15M Buy
1,009,600
+423,982
+72% +$1.45M 0.16% 119
2023
Q2 		$2.04M Buy
+585,618
New +$2.05M 0.1% 161
2022
Q3 		– Sell
-266,858
Closed -$1M – 871
2022
Q2 		$1M Sell
266,858
-99,214
-27% -$392K 0.04% 353
2022
Q1 		$1.61M Buy
366,072
+307,683
+527% +$1.41M 0.06% 283
2021
Q4 		$297K Buy
+58,389
New +$297K 0.01% 438
2016
Q1 		– Sell
-129,840
Closed -$638K – 177
2015
Q4 		$638K Sell
129,840
-172,857
-57% -$835K 0.04% 181
2015
Q3 		$1.44M Buy
+302,697
New +$1.4M 0.09% 169
2014
Q2 		– Sell
-45,397
Closed -$216K – 186
2014
Q1 		$216K Sell
45,397
-23,162
-34% -$108K 0.02% 188
2013
Q4 		$306K Sell
68,559
-51,582
-43% -$231K 0.02% 200
2013
Q3 		$557K Buy
120,141
+42,453
+55% +$193K 0.06% 151
2013
Q2 		$379K Buy
+77,688
New +$423K 0.04% 147

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
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
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return

Rivernorth Capital Management's CXE Position: Q1 2026 in Review

Rivernorth Capital Management reduced its MFS High Income Municipal Trust (CXE) stake by 2.3% in Q1 2026, selling an estimated $82.6K and leaving 922,762 shares worth $3.42M. The position accounts for 0.17% of the portfolio, ranked #179.

Rivernorth Capital Management first reported a position in CXE in Q2 2013 and has held it in 21 quarters since. The position peaked at $3.78M in Q3 2024. 60 funds tracked by Wall St. Rank hold CXE as of Q1 2026.

  • Rivernorth Capital Management held 922,762 shares of MFS High Income Municipal Trust worth $3.42M as of Q1 2026.
  • Rivernorth Capital Management sold 21,851 MFS High Income Municipal Trust shares in Q1 2026, an estimated $82.6K.
  • MFS High Income Municipal Trust made up 0.17% of Rivernorth Capital Management's portfolio in Q1 2026, its #179 holding.
  • Rivernorth Capital Management first reported a position in MFS High Income Municipal Trust in Q2 2013 and has held it in 21 quarters since.
  • Rivernorth Capital Management's MFS High Income Municipal Trust position peaked at $3.78M in Q3 2024.
  • 60 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q1 2026.

Based on Rivernorth Capital Management's 13F filing for Q1 2026, filed 15 May 2026.