SMH
CXE

Sanders Morris Harris’s MFS High Income Municipal Trust CXE Stock Holding History

Sanders Morris Harris’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
Q4 		– Sell
-93,002
Closed -$372K – 299
2024
Q3 		$372K Hold
93,002
– – 0.06% 184
2024
Q2 		$345K Hold
93,002
– – 0.06% 197
2024
Q1 		$338K Buy
+93,002
New +$333K 0.06% 199
2022
Q3 		– Sell
-116,251
Closed -$445K – 297
2022
Q2 		$445K Hold
116,251
– – 0.1% 165
2022
Q1 		$510K Buy
+116,251
New +$534K 0.1% 164

Other funds holding CXE

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Sanders Morris Harris's CXE Position: Q4 2024 in Review

Sanders Morris Harris sold out of MFS High Income Municipal Trust (CXE) in Q4 2024, closing a stake of 93,002 shares — an estimated $372K sold.

Sanders Morris Harris first reported a position in CXE in Q1 2022 and held it in 5 quarters. The position peaked at $510K in Q1 2022. 54 funds tracked by Wall St. Rank hold CXE as of Q4 2024.

  • Sanders Morris Harris reported no remaining MFS High Income Municipal Trust position as of Q4 2024 after selling out during the quarter.
  • Sanders Morris Harris sold 93,002 MFS High Income Municipal Trust shares in Q4 2024, an estimated $372K.
  • Sanders Morris Harris first reported a position in MFS High Income Municipal Trust in Q1 2022 and held it in 5 quarters.
  • Sanders Morris Harris's MFS High Income Municipal Trust position peaked at $510K in Q1 2022.
  • 54 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q4 2024.

Based on Sanders Morris Harris's 13F filing for Q4 2024, filed 15 Jan 2025.