AG
CXH

Advisor Group’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Advisor Group’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
2019
Q4 		$12K Hold
1,233
– – ﹤0.01% 4236
2019
Q3 		$12K Hold
1,233
– – ﹤0.01% 4237
2019
Q2 		$12K Buy
+1,233
New +$11.7K ﹤0.01% 4256
2016
Q4 		– Sell
-502
Closed -$5K – 4520
2016
Q3 		$5K Hold
502
– – ﹤0.01% 3873
2016
Q2 		$5K Buy
+502
New +$5.21K ﹤0.01% 3773

Other funds holding CXH

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Advisor Group's CXH Position: Q4 2019 in Review

Advisor Group held its MFS Investment Grade Municipal Trust (CXH) position steady in Q4 2019 at 1,233 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #4236.

Advisor Group first reported a position in CXH in Q2 2016 and has held it in 5 quarters since. 40 funds tracked by Wall St. Rank hold CXH as of Q4 2019.

  • Advisor Group held 1,233 shares of MFS Investment Grade Municipal Trust worth $12K as of Q4 2019.
  • Advisor Group left its MFS Investment Grade Municipal Trust share count unchanged in Q4 2019.
  • MFS Investment Grade Municipal Trust made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4236 holding.
  • Advisor Group first reported a position in MFS Investment Grade Municipal Trust in Q2 2016 and has held it in 5 quarters since.
  • 40 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.