SVWAG
CXE

Sound View Wealth Advisors Group’s MFS High Income Municipal Trust CXE Stock Holding History

Sound View Wealth Advisors Group’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
2023
Q4 		– Sell
-15,000
Closed -$46.8K – 387
2023
Q3 		$46.8K Hold
15,000
– – 0.01% 362
2023
Q2 		$52.2K Hold
15,000
– – 0.01% 359
2023
Q1 		$54.8K Buy
+15,000
New +$53.8K 0.01% 361
2022
Q4 		– Sell
-15,000
Closed -$51K – 388
2022
Q3 		$51K Hold
15,000
– – 0.01% 266
2022
Q2 		$56K Hold
15,000
– – 0.01% 279
2022
Q1 		$66K Hold
15,000
– – 0.01% 285
2021
Q4 		$76K Hold
15,000
– – 0.01% 289
2021
Q3 		$79K Hold
15,000
– – 0.02% 283
2021
Q2 		$79K Hold
15,000
– – 0.02% 284
2021
Q1 		$77K Hold
15,000
– – 0.02% 266
2020
Q4 		$76K Hold
15,000
– – 0.02% 253
2020
Q3 		$71K Hold
15,000
– – 0.02% 245
2020
Q2 		$70K Hold
15,000
– – 0.02% 242
2020
Q1 		$70K Hold
15,000
– – 0.02% 212
2019
Q4 		$81K Hold
15,000
– – 0.02% 238
2019
Q3 		$83K Hold
15,000
– – 0.02% 238
2019
Q2 		$78K Buy
+15,000
New +$77.1K 0.02% 245

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Sound View Wealth Advisors Group's CXE Position: Q4 2023 in Review

Sound View Wealth Advisors Group sold out of MFS High Income Municipal Trust (CXE) in Q4 2023, closing a stake of 15,000 shares — an estimated $46.8K sold.

Sound View Wealth Advisors Group first reported a position in CXE in Q2 2019 and held it in 17 quarters. The position peaked at $83K in Q3 2019. 48 funds tracked by Wall St. Rank hold CXE as of Q4 2023.

  • Sound View Wealth Advisors Group reported no remaining MFS High Income Municipal Trust position as of Q4 2023 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 15,000 MFS High Income Municipal Trust shares in Q4 2023, an estimated $46.8K.
  • Sound View Wealth Advisors Group first reported a position in MFS High Income Municipal Trust in Q2 2019 and held it in 17 quarters.
  • Sound View Wealth Advisors Group's MFS High Income Municipal Trust position peaked at $83K in Q3 2019.
  • 48 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q4 2023.

Based on Sound View Wealth Advisors Group's 13F filing for Q4 2023, filed 8 Feb 2024.