TFA
CXE

Transamerica Financial Advisors’s MFS High Income Municipal Trust CXE Stock Holding History

Transamerica Financial 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
2017
Q1 		– Sell
-596
Closed -$3K – 399
2016
Q4 		$3K Buy
+596
New +$2.98K ﹤0.01% 271

Other funds holding CXE

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

Transamerica Financial Advisors's CXE Position: Q1 2017 in Review

Transamerica Financial Advisors sold out of MFS High Income Municipal Trust (CXE) in Q1 2017, closing a stake of 596 shares — an estimated $3K sold.

Transamerica Financial Advisors first reported a position in CXE in Q4 2016 and held it in 1 quarter. The position peaked at $3K in Q4 2016. 28 funds tracked by Wall St. Rank hold CXE as of Q1 2017.

  • Transamerica Financial Advisors reported no remaining MFS High Income Municipal Trust position as of Q1 2017 after selling out during the quarter.
  • Transamerica Financial Advisors sold 596 MFS High Income Municipal Trust shares in Q1 2017, an estimated $3K.
  • Transamerica Financial Advisors first reported a position in MFS High Income Municipal Trust in Q4 2016 and held it in 1 quarter.
  • Transamerica Financial Advisors's MFS High Income Municipal Trust position peaked at $3K in Q4 2016.
  • 28 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q1 2017.

Based on Transamerica Financial Advisors's 13F filing for Q1 2017, filed 10 May 2017.