AWG
CXH

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

Altus Wealth 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
2021
Q1 		– Sell
-5,630
Closed -$55K – 307
2020
Q4 		$55K Buy
+5,630
New +$53.3K 0.05% 206

Other funds holding CXH

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Altus Wealth Group's CXH Position: Q1 2021 in Review

Altus Wealth Group sold out of MFS Investment Grade Municipal Trust (CXH) in Q1 2021, closing a stake of 5,630 shares — an estimated $55K sold.

Altus Wealth Group first reported a position in CXH in Q4 2020 and held it in 1 quarter. The position peaked at $55K in Q4 2020. 39 funds tracked by Wall St. Rank hold CXH as of Q1 2021.

  • Altus Wealth Group reported no remaining MFS Investment Grade Municipal Trust position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 5,630 MFS Investment Grade Municipal Trust shares in Q1 2021, an estimated $55K.
  • Altus Wealth Group first reported a position in MFS Investment Grade Municipal Trust in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's MFS Investment Grade Municipal Trust position peaked at $55K in Q4 2020.
  • 39 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.