Stifel Financial’s MFS High Income Municipal Trust CXE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-29,538
| Closed | -$110K | – | 3724 |
|
|
2026
Q1 | $110K | Hold |
29,538
| – | – | ﹤0.01% | 3528 |
|
|
2025
Q4 | $109K | Hold |
29,538
| – | – | ﹤0.01% | 3480 |
|
|
2025
Q3 | $110K | Buy |
29,538
+14,477
| +96% | +$51.9K | ﹤0.01% | 3437 |
|
|
2025
Q2 | $53.9K | Hold |
15,061
| – | – | ﹤0.01% | 3413 |
|
|
2025
Q1 | $55.6K | Hold |
15,061
| – | – | ﹤0.01% | 3344 |
|
|
2024
Q4 | $55.4K | Hold |
15,061
| – | – | ﹤0.01% | 3307 |
|
|
2024
Q3 | $60.3K | Hold |
15,061
| – | – | ﹤0.01% | 3289 |
|
|
2024
Q2 | $55.9K | Sell |
15,061
-2,057
| -12% | -$7.38K | ﹤0.01% | 3273 |
|
|
2024
Q1 | $62.1K | Hold |
17,118
| – | – | ﹤0.01% | 3243 |
|
|
2023
Q4 | $60.8K | Hold |
17,118
| – | – | ﹤0.01% | 3212 |
|
|
2023
Q3 | $53.4K | Sell |
17,118
-2,355
| -12% | -$8.05K | ﹤0.01% | 3176 |
|
|
2023
Q2 | $67.8K | Buy |
+19,473
| New | +$68.3K | ﹤0.01% | 3214 |
|
|
2022
Q2 | – | Sell |
-15,264
| Closed | -$67K | – | 3351 |
|
|
2022
Q1 | $67K | Buy |
+15,264
| New | +$70.1K | ﹤0.01% | 3285 |
|
|
2021
Q2 | – | Sell |
-21,210
| Closed | -$108K | – | 3319 |
|
|
2021
Q1 | $108K | Sell |
21,210
-2,000
| -9% | -$10.2K | ﹤0.01% | 3119 |
|
|
2020
Q4 | $118K | Hold |
23,210
| – | – | ﹤0.01% | 2918 |
|
|
2020
Q3 | $110K | Buy |
23,210
+7,948
| +52% | +$38.9K | ﹤0.01% | 2741 |
|
|
2020
Q2 | $71K | Buy |
+15,262
| New | +$67.9K | ﹤0.01% | 2748 |
|
|
2016
Q3 | – | Sell |
-10,695
| Closed | -$59K | – | 2407 |
|
|
2016
Q2 | $59K | Buy |
+10,695
| New | +$57.1K | ﹤0.01% | 2423 |
|
Stifel Financial's CXE Position: Q2 2026 in Review
Stifel Financial sold out of MFS High Income Municipal Trust (CXE) in Q2 2026, closing a stake of 29,538 shares — an estimated $110K sold.
Stifel Financial first reported a position in CXE in Q2 2016 and held it in 18 quarters. The position peaked at $118K in Q4 2020. 0 funds tracked by Wall St. Rank hold CXE as of Q2 2026.
- Stifel Financial reported no remaining MFS High Income Municipal Trust position as of Q2 2026 after selling out during the quarter.
- Stifel Financial sold 29,538 MFS High Income Municipal Trust shares in Q2 2026, an estimated $110K.
- Stifel Financial first reported a position in MFS High Income Municipal Trust in Q2 2016 and held it in 18 quarters.
- Stifel Financial's MFS High Income Municipal Trust position peaked at $118K in Q4 2020.
- 0 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q2 2026.
Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.