SIA
CXE

Sit Investment Associates’s MFS High Income Municipal Trust CXE Stock Holding History

Sit Investment Associates’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
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

Other funds holding CXE

AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return

Sit Investment Associates's CXE Position: Q1 2026 in Review

Sit Investment Associates increased its MFS High Income Municipal Trust (CXE) stake by 28% in Q1 2026, buying an estimated $528K and bringing the position to 633,241 shares worth $2.35M. The position accounts for 0.05% of the portfolio, ranked #280.

Sit Investment Associates first reported a position in CXE in Q3 2013 and has held it in 17 quarters since. The position peaked at $2.44M in Q3 2024. 60 funds tracked by Wall St. Rank hold CXE as of Q1 2026.

  • Sit Investment Associates held 633,241 shares of MFS High Income Municipal Trust worth $2.35M as of Q1 2026.
  • Sit Investment Associates bought 139,777 MFS High Income Municipal Trust shares in Q1 2026, an estimated $528K.
  • MFS High Income Municipal Trust made up 0.05% of Sit Investment Associates's portfolio in Q1 2026, its #280 holding.
  • Sit Investment Associates first reported a position in MFS High Income Municipal Trust in Q3 2013 and has held it in 17 quarters since.
  • Sit Investment Associates's MFS High Income Municipal Trust position peaked at $2.44M in Q3 2024.
  • 60 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q1 2026.

Based on Sit Investment Associates's 13F filing for Q1 2026, filed 13 May 2026.