Sit Investment Associates’s MFS High Income Municipal Trust CXE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-633,241
| Closed | -$2.35M | – | 525 |
|
|
2026
Q1 | $2.35M | Buy |
633,241
+139,777
| +28% | +$528K | 0.05% | 280 |
|
|
2025
Q4 | $1.83M | Sell |
493,464
-108,797
| -18% | -$404K | 0.04% | 323 |
|
|
2025
Q3 | $2.24M | Hold |
602,261
| – | – | 0.05% | 298 |
|
|
2025
Q2 | $2.16M | Sell |
602,261
-20,541
| -3% | -$72.7K | 0.05% | 299 |
|
|
2025
Q1 | $2.3M | Buy |
622,802
+2,599
| +0.4% | +$9.7K | 0.05% | 294 |
|
|
2024
Q4 | $2.28M | Buy |
620,203
+11,405
| +2% | +$43.7K | 0.05% | 301 |
|
|
2024
Q3 | $2.44M | Buy |
608,798
+171,350
| +39% | +$656K | 0.05% | 290 |
|
|
2024
Q2 | $1.62M | Buy |
437,448
+67,860
| +18% | +$243K | 0.04% | 322 |
|
|
2024
Q1 | $1.34M | Buy |
369,588
+122,624
| +50% | +$440K | 0.03% | 336 |
|
|
2023
Q4 | $877K | Buy |
246,964
+17,230
| +7% | +$56.5K | 0.02% | 367 |
|
|
2023
Q3 | $717K | Sell |
229,734
-88,823
| -28% | -$304K | 0.02% | 366 |
|
|
2023
Q2 | $1.11M | Buy |
318,557
+45,250
| +17% | +$159K | 0.03% | 351 |
|
|
2023
Q1 | $998K | Buy |
273,307
+62,788
| +30% | +$225K | 0.03% | 355 |
|
|
2022
Q4 | $735K | Buy |
210,519
+109,357
| +108% | +$375K | 0.02% | 373 |
|
|
2022
Q3 | $341K | Buy |
101,162
+15,922
| +19% | +$61.4K | 0.01% | 418 |
|
|
2022
Q2 | $321K | Buy |
+85,240
| New | +$337K | 0.01% | 418 |
|
|
2013
Q4 | – | Sell |
-60,100
| Closed | -$279K | – | 455 |
|
|
2013
Q3 | $279K | Buy |
+60,100
| New | +$274K | 0.01% | 400 |
|
Sit Investment Associates's CXE Position: Q2 2026 in Review
Sit Investment Associates sold out of MFS High Income Municipal Trust (CXE) in Q2 2026, closing a stake of 633,241 shares — an estimated $2.35M sold.
Sit Investment Associates first reported a position in CXE in Q3 2013 and held it in 17 quarters. The position peaked at $2.44M in Q3 2024. 0 funds tracked by Wall St. Rank hold CXE as of Q2 2026.
- Sit Investment Associates reported no remaining MFS High Income Municipal Trust position as of Q2 2026 after selling out during the quarter.
- Sit Investment Associates sold 633,241 MFS High Income Municipal Trust shares in Q2 2026, an estimated $2.35M.
- Sit Investment Associates first reported a position in MFS High Income Municipal Trust in Q3 2013 and held it in 17 quarters.
- Sit Investment Associates's MFS High Income Municipal Trust position peaked at $2.44M in Q3 2024.
- 0 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q2 2026.
Based on Sit Investment Associates's 13F filing for Q2 2026, filed 12 Aug 2026.