Wedbush Securities’s MFS High Income Municipal Trust CXE Stock Holding History

Wedbush Securities’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
2021 Q3	–	Sell	-25,670	Closed	-$136K	–	1187
2021 Q2	$136K	Sell	25,670 -2,191	-8%	-$11.7K	0.01%	1108
2021 Q1	$142K	Buy	+27,861	New	+$142K	0.01%	1024
2019 Q4	–	Sell	-12,838	Closed	-$71K	–	1000
2019 Q3	$71K	Hold	12,838	–	–	0.01%	917
2019 Q2	$67K	Hold	12,838	–	–	0.01%	930
2019 Q1	$66K	Hold	12,838	–	–	0.01%	879
2018 Q4	$59K	Hold	12,838	–	–	0.01%	788
2018 Q3	$63K	Hold	12,838	–	–	0.01%	863
2018 Q2	$64K	Sell	12,838 -9,250	-42%	-$45.5K	0.01%	832
2018 Q1	$109K	Buy	22,088 +1,866	+9%	+$9.4K	0.01%	749
2017 Q4	$106K	Buy	+20,222	New	+$107K	0.01%	784

Other funds holding CXE

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wedbush Securities's CXE Position: Q3 2021 in Review

Wedbush Securities sold out of MFS High Income Municipal Trust (CXE) in Q3 2021, closing a stake of 25,670 shares — an estimated $136K sold.

Wedbush Securities first reported a position in CXE in Q4 2017 and held it in 10 quarters. The position peaked at $142K in Q1 2021. 28 funds tracked by Wall St. Rank hold CXE as of Q3 2021.

Wedbush Securities reported no remaining MFS High Income Municipal Trust position as of Q3 2021 after selling out during the quarter.
Wedbush Securities sold 25,670 MFS High Income Municipal Trust shares in Q3 2021, an estimated $136K.
Wedbush Securities first reported a position in MFS High Income Municipal Trust in Q4 2017 and held it in 10 quarters.
Wedbush Securities's MFS High Income Municipal Trust position peaked at $142K in Q1 2021.
28 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q3 2021.

Based on Wedbush Securities's 13F filing for Q3 2021, filed 8 Oct 2021.