SMFS
CXE

Squar Milner Financial Services’s MFS High Income Municipal Trust CXE Stock Holding History

Squar Milner Financial Services’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
2018
Q4 		– Sell
-7,000
Closed -$33.3K – 746
2018
Q3 		$35K Hold
7,000
– – 0.03% 349
2018
Q2 		$35K Buy
+7,000
New +$34.4K 0.03% 392

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
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RJA
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RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Morgan Stanley
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TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
GC
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Squar Milner Financial Services's CXE Position: Q4 2018 in Review

Squar Milner Financial Services sold out of MFS High Income Municipal Trust (CXE) in Q4 2018, closing a stake of 7,000 shares — an estimated $33.3K sold.

Squar Milner Financial Services first reported a position in CXE in Q2 2018 and held it in 2 quarters. The position peaked at $35K in Q3 2018. 38 funds tracked by Wall St. Rank hold CXE as of Q4 2018.

  • Squar Milner Financial Services reported no remaining MFS High Income Municipal Trust position as of Q4 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 7,000 MFS High Income Municipal Trust shares in Q4 2018, an estimated $33.3K.
  • Squar Milner Financial Services first reported a position in MFS High Income Municipal Trust in Q2 2018 and held it in 2 quarters.
  • Squar Milner Financial Services's MFS High Income Municipal Trust position peaked at $35K in Q3 2018.
  • 38 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q4 2018.

Based on Squar Milner Financial Services's 13F filing for Q4 2018, filed 13 Feb 2019.