TWA
CXE

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

TCI 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
2014
Q1 		– Sell
-500
Closed -$2K – 890
2013
Q4 		$2K Hold
500
– – ﹤0.01% 700
2013
Q3 		$2K Hold
500
– – ﹤0.01% 621
2013
Q2 		$2K Buy
+500
New +$2.72K ﹤0.01% 571

Other funds holding CXE

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

TCI Wealth Advisors's CXE Position: Q1 2014 in Review

TCI Wealth Advisors sold out of MFS High Income Municipal Trust (CXE) in Q1 2014, closing a stake of 500 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in CXE in Q2 2013 and held it in 3 quarters. The position peaked at $2K in Q4 2013. 25 funds tracked by Wall St. Rank hold CXE as of Q1 2014.

  • TCI Wealth Advisors reported no remaining MFS High Income Municipal Trust position as of Q1 2014 after selling out during the quarter.
  • TCI Wealth Advisors sold 500 MFS High Income Municipal Trust shares in Q1 2014, an estimated $2K.
  • TCI Wealth Advisors first reported a position in MFS High Income Municipal Trust in Q2 2013 and held it in 3 quarters.
  • TCI Wealth Advisors's MFS High Income Municipal Trust position peaked at $2K in Q4 2013.
  • 25 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q1 2014.

Based on TCI Wealth Advisors's 13F filing for Q1 2014, filed 15 May 2014.