SVWA
CXE

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

Sound View Wealth Advisors’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
2019
Q1 		$77K Hold
15,000
– – 0.02% 246
2018
Q4 		$69K Buy
+15,000
New +$71.4K 0.03% 227

Other funds holding CXE

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Sound View Wealth Advisors's CXE Position: Q1 2019 in Review

Sound View Wealth Advisors held its MFS High Income Municipal Trust (CXE) position steady in Q1 2019 at 15,000 shares worth $77K. The position accounts for 0.02% of the portfolio, ranked #246.

Sound View Wealth Advisors first reported a position in CXE in Q4 2018 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold CXE as of Q1 2019.

  • Sound View Wealth Advisors held 15,000 shares of MFS High Income Municipal Trust worth $77K as of Q1 2019.
  • Sound View Wealth Advisors left its MFS High Income Municipal Trust share count unchanged in Q1 2019.
  • MFS High Income Municipal Trust made up 0.02% of Sound View Wealth Advisors's portfolio in Q1 2019, its #246 holding.
  • Sound View Wealth Advisors first reported a position in MFS High Income Municipal Trust in Q4 2018 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.