SWM
CXE

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

Silverlake 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
2022
Q4 		– Sell
-17,273
Closed -$58.2K – 214
2022
Q3 		$58.2K Buy
+17,273
New +$66.6K 0.04% 200
2022
Q1 		– Sell
-10,607
Closed -$54K – 232
2021
Q4 		$54K Buy
+10,607
New +$53.9K 0.03% 230

Other funds holding CXE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Silverlake Wealth Management's CXE Position: Q4 2022 in Review

Silverlake Wealth Management sold out of MFS High Income Municipal Trust (CXE) in Q4 2022, closing a stake of 17,273 shares — an estimated $58.2K sold.

Silverlake Wealth Management first reported a position in CXE in Q4 2021 and held it in 2 quarters. The position peaked at $58.2K in Q3 2022. 43 funds tracked by Wall St. Rank hold CXE as of Q4 2022.

  • Silverlake Wealth Management reported no remaining MFS High Income Municipal Trust position as of Q4 2022 after selling out during the quarter.
  • Silverlake Wealth Management sold 17,273 MFS High Income Municipal Trust shares in Q4 2022, an estimated $58.2K.
  • Silverlake Wealth Management first reported a position in MFS High Income Municipal Trust in Q4 2021 and held it in 2 quarters.
  • Silverlake Wealth Management's MFS High Income Municipal Trust position peaked at $58.2K in Q3 2022.
  • 43 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q4 2022.

Based on Silverlake Wealth Management's 13F filing for Q4 2022, filed 16 Feb 2023.