UBS Group’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 |
-1,196,892
| Closed | -$4.44M | – | 10539 |
|
|
2026
Q1 | $4.44M | Sell |
1,196,892
-38,218
| -3% | -$144K | ﹤0.01% | 4194 |
|
|
2025
Q4 | $4.57M | Buy |
1,235,110
+535,091
| +76% | +$1.99M | ﹤0.01% | 4126 |
|
|
2025
Q3 | $2.6M | Sell |
700,019
-15,845
| -2% | -$56.8K | ﹤0.01% | 4701 |
|
|
2025
Q2 | $2.56M | Buy |
715,864
+124
| +0% | +$439 | ﹤0.01% | 4558 |
|
|
2025
Q1 | $2.64M | Sell |
715,740
-73,384
| -9% | -$274K | ﹤0.01% | 4445 |
|
|
2024
Q4 | $2.9M | Sell |
789,124
-25,120
| -3% | -$96.2K | ﹤0.01% | 4359 |
|
|
2024
Q3 | $3.26M | Buy |
814,244
+2,413
| +0.3% | +$9.24K | ﹤0.01% | 3502 |
|
|
2024
Q2 | $3.01M | Buy |
811,831
+14,554
| +2% | +$52.2K | ﹤0.01% | 3345 |
|
|
2024
Q1 | $2.89M | Buy |
797,277
+57,451
| +8% | +$206K | ﹤0.01% | 3560 |
|
|
2023
Q4 | $2.63M | Buy |
739,826
+35,069
| +5% | +$115K | ﹤0.01% | 3520 |
|
|
2023
Q3 | $2.2M | Sell |
704,757
-13,848
| -2% | -$47.3K | ﹤0.01% | 3352 |
|
|
2023
Q2 | $2.5M | Buy |
718,605
+69,239
| +11% | +$243K | ﹤0.01% | 3314 |
|
|
2023
Q1 | $2.37M | Buy |
649,366
+139,239
| +27% | +$500K | ﹤0.01% | 3246 |
|
|
2022
Q4 | $1.78M | Buy |
510,127
+142,774
| +39% | +$489K | ﹤0.01% | 3506 |
|
|
2022
Q3 | $1.24M | Sell |
367,353
-54,865
| -13% | -$212K | ﹤0.01% | 3567 |
|
|
2022
Q2 | $1.59M | Sell |
422,218
-354,603
| -46% | -$1.4M | ﹤0.01% | 3337 |
|
|
2022
Q1 | $3.41M | Buy |
776,821
+19,245
| +3% | +$88.4K | ﹤0.01% | 2937 |
|
|
2021
Q4 | $3.86M | Sell |
757,576
-205,746
| -21% | -$1.05M | ﹤0.01% | 3112 |
|
|
2021
Q3 | $5.07M | Sell |
963,322
-3,185
| -0.3% | -$17K | ﹤0.01% | 2658 |
|
|
2021
Q2 | $5.1M | Buy |
966,507
+60,610
| +7% | +$322K | ﹤0.01% | 2658 |
|
|
2021
Q1 | $4.62M | Buy |
905,897
+38,230
| +4% | +$194K | ﹤0.01% | 2698 |
|
|
2020
Q4 | $4.4M | Sell |
867,667
-47,946
| -5% | -$231K | ﹤0.01% | 2590 |
|
|
2020
Q3 | $4.32M | Buy |
915,613
+22,762
| +3% | +$111K | ﹤0.01% | 2339 |
|
|
2020
Q2 | $4.16M | Buy |
892,851
+42,545
| +5% | +$189K | ﹤0.01% | 2192 |
|
|
2020
Q1 | $3.99M | Buy |
850,306
+161,821
| +24% | +$838K | ﹤0.01% | 2125 |
|
|
2019
Q4 | $3.7M | Buy |
688,485
+1,928
| +0.3% | +$10.4K | ﹤0.01% | 2894 |
|
|
2019
Q3 | $3.78M | Sell |
686,557
-141,056
| -17% | -$753K | ﹤0.01% | 2646 |
|
|
2019
Q2 | $4.31M | Buy |
827,613
+10,816
| +1% | +$55.6K | ﹤0.01% | 2449 |
|
|
2019
Q1 | $4.17M | Buy |
816,797
+7,767
| +1% | +$38.4K | ﹤0.01% | 2355 |
|
|
2018
Q4 | $3.75M | Sell |
809,030
-62,316
| -7% | -$296K | ﹤0.01% | 2444 |
|
|
2018
Q3 | $4.3M | Buy |
871,346
+75,245
| +9% | +$375K | ﹤0.01% | 2486 |
|
|
2018
Q2 | $3.96M | Buy |
796,101
+55,269
| +7% | +$272K | ﹤0.01% | 2543 |
|
|
2018
Q1 | $3.65M | Buy |
740,832
+19,241
| +3% | +$96.9K | ﹤0.01% | 2602 |
|
|
2017
Q4 | $3.78M | Buy |
721,591
+295,126
| +69% | +$1.57M | ﹤0.01% | 2625 |
|
|
2017
Q3 | $2.23M | Buy |
426,465
+159,511
| +60% | +$842K | ﹤0.01% | 3032 |
|
|
2017
Q2 | $1.39M | Buy |
266,954
+7,917
| +3% | +$40.7K | ﹤0.01% | 3336 |
|
|
2017
Q1 | $1.3M | Buy |
259,037
+5,451
| +2% | +$27.1K | ﹤0.01% | 3326 |
|
|
2016
Q4 | $1.24M | Buy |
253,586
+138,576
| +120% | +$692K | ﹤0.01% | 3370 |
|
|
2016
Q3 | $617K | Sell |
115,010
-584
| -0.5% | -$3.17K | ﹤0.01% | 3767 |
|
|
2016
Q2 | $636K | Buy |
115,594
+378
| +0.3% | +$2.02K | ﹤0.01% | 3726 |
|
|
2016
Q1 | $592K | Buy |
115,216
+22,068
| +24% | +$111K | ﹤0.01% | 3648 |
|
|
2015
Q4 | $458K | Sell |
93,148
-2,178
| -2% | -$10.5K | ﹤0.01% | 4026 |
|
|
2015
Q3 | $453K | Buy |
95,326
+35,426
| +59% | +$164K | ﹤0.01% | 3980 |
|
|
2015
Q2 | $276K | Buy |
59,900
+22,826
| +62% | +$109K | ﹤0.01% | 4593 |
|
|
2015
Q1 | $180K | Sell |
37,074
-3,242
| -8% | -$15.9K | ﹤0.01% | 4966 |
|
|
2014
Q4 | $197K | Buy |
+40,316
| New | +$194K | ﹤0.01% | 5059 |
|
UBS Group's CXE Position: Q2 2026 in Review
UBS Group sold out of MFS High Income Municipal Trust (CXE) in Q2 2026, closing a stake of 1,196,892 shares — an estimated $4.44M sold.
UBS Group first reported a position in CXE in Q4 2014 and held it in 46 quarters. The position peaked at $5.1M in Q2 2021. 0 funds tracked by Wall St. Rank hold CXE as of Q2 2026.
- UBS Group reported no remaining MFS High Income Municipal Trust position as of Q2 2026 after selling out during the quarter.
- UBS Group sold 1,196,892 MFS High Income Municipal Trust shares in Q2 2026, an estimated $4.44M.
- UBS Group first reported a position in MFS High Income Municipal Trust in Q4 2014 and held it in 46 quarters.
- UBS Group's MFS High Income Municipal Trust position peaked at $5.1M in Q2 2021.
- 0 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q2 2026.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.