ACA
CXH

Ackerman Capital Advisors’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Ackerman Capital Advisors’s Portfolio CXH Stock Details CXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-44,711
Closed -$318K – 106
2022
Q4 		$318K Sell
44,711
-53,160
-54% -$370K 0.09% 82
2022
Q3 		$659K Buy
97,871
+21,190
+28% +$162K 0.19% 55
2022
Q2 		$581K Buy
76,681
+21,761
+40% +$169K 0.16% 61
2022
Q1 		$469K Buy
54,920
+10,591
+24% +$96.5K 0.11% 73
2021
Q4 		$457K Sell
44,329
-4,281
-9% -$42.4K 0.1% 73
2021
Q3 		$486K Buy
48,610
+17,767
+58% +$184K 0.11% 65
2021
Q2 		$317K Buy
30,843
+2,386
+8% +$24K 0.07% 88
2021
Q1 		$279K Sell
28,457
-23,581
-45% -$231K 0.07% 101
2020
Q4 		$510K Buy
52,038
+39,932
+330% +$378K 0.13% 63
2020
Q3 		$114K Buy
+12,106
New +$117K 0.03% 124
2020
Q1 		– Sell
-39,690
Closed -$388K – 105
2019
Q4 		$388K Buy
39,690
+16,602
+72% +$163K 0.11% 118
2019
Q3 		$229K Buy
23,088
+5,169
+29% +$50.9K 0.08% 124
2019
Q2 		$171 Buy
17,919
+5,748
+47% +$54.4K ﹤0.01% 158
2019
Q1 		$114 Buy
+12,171
New +$113K ﹤0.01% 158

Other funds holding CXH

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ackerman Capital Advisors's CXH Position: Q1 2023 in Review

Ackerman Capital Advisors sold out of MFS Investment Grade Municipal Trust (CXH) in Q1 2023, closing a stake of 44,711 shares — an estimated $318K sold.

Ackerman Capital Advisors first reported a position in CXH in Q1 2019 and held it in 14 quarters. The position peaked at $659K in Q3 2022. 38 funds tracked by Wall St. Rank hold CXH as of Q1 2023.

  • Ackerman Capital Advisors reported no remaining MFS Investment Grade Municipal Trust position as of Q1 2023 after selling out during the quarter.
  • Ackerman Capital Advisors sold 44,711 MFS Investment Grade Municipal Trust shares in Q1 2023, an estimated $318K.
  • Ackerman Capital Advisors first reported a position in MFS Investment Grade Municipal Trust in Q1 2019 and held it in 14 quarters.
  • Ackerman Capital Advisors's MFS Investment Grade Municipal Trust position peaked at $659K in Q3 2022.
  • 38 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q1 2023.

Based on Ackerman Capital Advisors's 13F filing for Q1 2023, filed 11 May 2023.