SW
CXE

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

Simplicity Wealth’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
Q3 		– Sell
-24,451
Closed -$90.7K – 655
2024
Q2 		$90.7K Buy
+24,451
New +$87.7K ﹤0.01% 1181

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Simplicity Wealth's CXE Position: Q3 2024 in Review

Simplicity Wealth sold out of MFS High Income Municipal Trust (CXE) in Q3 2024, closing a stake of 24,451 shares — an estimated $90.7K sold.

Simplicity Wealth first reported a position in CXE in Q2 2024 and held it in 1 quarter. The position peaked at $90.7K in Q2 2024. 48 funds tracked by Wall St. Rank hold CXE as of Q3 2024.

  • Simplicity Wealth reported no remaining MFS High Income Municipal Trust position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 24,451 MFS High Income Municipal Trust shares in Q3 2024, an estimated $90.7K.
  • Simplicity Wealth first reported a position in MFS High Income Municipal Trust in Q2 2024 and held it in 1 quarter.
  • Simplicity Wealth's MFS High Income Municipal Trust position peaked at $90.7K in Q2 2024.
  • 48 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.