SWM
CXE

SeaCrest Wealth Management’s MFS High Income Municipal Trust CXE Stock Holding History

SeaCrest Wealth 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
2019
Q2 		– Sell
-100
Closed -$1K – 805
2019
Q1 		$1K Hold
100
– – ﹤0.01% 2003
2018
Q4 		$0 Hold
100
– – ﹤0.01% 2167
2018
Q3 		$0 Hold
100
– – ﹤0.01% 2270
2018
Q2 		$0 Hold
100
– – ﹤0.01% 2214
2018
Q1 		$0 Hold
100
– – ﹤0.01% 2209
2017
Q4 		$1K Buy
+100
New +$531 ﹤0.01% 2084

Other funds holding CXE

UBS Group
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
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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SeaCrest Wealth Management's CXE Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of MFS High Income Municipal Trust (CXE) in Q2 2019, closing a stake of 100 shares — an estimated $1K sold.

SeaCrest Wealth Management first reported a position in CXE in Q4 2017 and held it in 6 quarters. The position peaked at $1K in Q1 2019. 31 funds tracked by Wall St. Rank hold CXE as of Q2 2019.

  • SeaCrest Wealth Management reported no remaining MFS High Income Municipal Trust position as of Q2 2019 after selling out during the quarter.
  • SeaCrest Wealth Management sold 100 MFS High Income Municipal Trust shares in Q2 2019, an estimated $1K.
  • SeaCrest Wealth Management first reported a position in MFS High Income Municipal Trust in Q4 2017 and held it in 6 quarters.
  • SeaCrest Wealth Management's MFS High Income Municipal Trust position peaked at $1K in Q1 2019.
  • 31 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.