SBL
CXE

Sargent Bickham Lagudis’s MFS High Income Municipal Trust CXE Stock Holding History

Sargent Bickham Lagudis’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
2018
Q1 		– Sell
-14,000
Closed -$73K – 767
2017
Q4 		$73K Buy
+14,000
New +$74.3K 0.01% 309

Other funds holding CXE

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Sargent Bickham Lagudis's CXE Position: Q1 2018 in Review

Sargent Bickham Lagudis sold out of MFS High Income Municipal Trust (CXE) in Q1 2018, closing a stake of 14,000 shares — an estimated $73K sold.

Sargent Bickham Lagudis first reported a position in CXE in Q4 2017 and held it in 1 quarter. The position peaked at $73K in Q4 2017. 33 funds tracked by Wall St. Rank hold CXE as of Q1 2018.

  • Sargent Bickham Lagudis reported no remaining MFS High Income Municipal Trust position as of Q1 2018 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 14,000 MFS High Income Municipal Trust shares in Q1 2018, an estimated $73K.
  • Sargent Bickham Lagudis first reported a position in MFS High Income Municipal Trust in Q4 2017 and held it in 1 quarter.
  • Sargent Bickham Lagudis's MFS High Income Municipal Trust position peaked at $73K in Q4 2017.
  • 33 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q1 2018.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2018, filed 13 Sep 2021.