SWM
CXE

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

Spire Wealth Management’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
-6,623
Closed -$24.6K – 2183
2024
Q2 		$24.6K Hold
6,623
– – ﹤0.01% 1370
2024
Q1 		$24K Hold
6,623
– – ﹤0.01% 1451
2023
Q4 		$23.2K Hold
6,623
– – ﹤0.01% 1481
2023
Q3 		$20.7K Hold
6,623
– – ﹤0.01% 1490
2023
Q2 		$23K Hold
6,623
– – ﹤0.01% 1533
2023
Q1 		$24.2K Hold
6,623
– – ﹤0.01% 1547
2022
Q4 		$23K Buy
+6,623
New +$22.7K ﹤0.01% 1312

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

Spire Wealth Management's CXE Position: Q3 2024 in Review

Spire Wealth Management sold out of MFS High Income Municipal Trust (CXE) in Q3 2024, closing a stake of 6,623 shares — an estimated $24.6K sold.

Spire Wealth Management first reported a position in CXE in Q4 2022 and held it in 7 quarters. The position peaked at $24.6K in Q2 2024. 48 funds tracked by Wall St. Rank hold CXE as of Q3 2024.

  • Spire Wealth Management reported no remaining MFS High Income Municipal Trust position as of Q3 2024 after selling out during the quarter.
  • Spire Wealth Management sold 6,623 MFS High Income Municipal Trust shares in Q3 2024, an estimated $24.6K.
  • Spire Wealth Management first reported a position in MFS High Income Municipal Trust in Q4 2022 and held it in 7 quarters.
  • Spire Wealth Management's MFS High Income Municipal Trust position peaked at $24.6K in Q2 2024.
  • 48 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.