Ameriprise
CXH

Ameriprise’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Ameriprise’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
2022
Q3 		– Sell
-12,285
Closed -$93K – 3970
2022
Q2 		$93K Sell
12,285
-1,000
-8% -$7.79K ﹤0.01% 3792
2022
Q1 		$113K Hold
13,285
– – ﹤0.01% 3839
2021
Q4 		$137K Buy
13,285
+4
+0% +$40 ﹤0.01% 3838
2021
Q3 		$133K Buy
13,281
+2,394
+22% +$24.8K ﹤0.01% 3752
2021
Q2 		$112K Hold
10,887
– – ﹤0.01% 3811
2021
Q1 		$107K Sell
10,887
-2,246
-17% -$22K ﹤0.01% 3766
2020
Q4 		$129K Buy
13,133
+2,560
+24% +$24.2K ﹤0.01% 3665
2020
Q3 		$99K Sell
10,573
-141
-1% -$1.36K ﹤0.01% 3640
2020
Q2 		$101K Sell
10,714
-764
-7% -$6.96K ﹤0.01% 3579
2020
Q1 		$105K Sell
11,478
-287
-2% -$2.78K ﹤0.01% 3532
2019
Q4 		$115K Sell
11,765
-1,081
-8% -$10.6K ﹤0.01% 3635
2019
Q3 		$128K Buy
12,846
+2,567
+25% +$25.3K ﹤0.01% 3614
2019
Q2 		$98K Buy
+10,279
New +$97.2K ﹤0.01% 3662
2018
Q4 		– Sell
-14,752
Closed -$132K – 3671
2018
Q3 		$132K Hold
14,752
– – ﹤0.01% 3598
2018
Q2 		$136K Sell
14,752
-2,182
-13% -$20.3K ﹤0.01% 3542
2018
Q1 		$159K Sell
16,934
-4,719
-22% -$44.9K ﹤0.01% 3520
2017
Q4 		$210K Buy
21,653
+2,900
+15% +$28.4K ﹤0.01% 3457
2017
Q3 		$187K Sell
18,753
-3,554
-16% -$36K ﹤0.01% 3526
2017
Q2 		$226K Buy
22,307
+3,907
+21% +$39.1K ﹤0.01% 3521
2017
Q1 		$177K Buy
+18,400
New +$176K ﹤0.01% 3492
2013
Q4 		– Sell
-8,240
Closed -$72K – 5193
2013
Q3 		$72K Buy
+8,240
New +$71.6K ﹤0.01% 3620

Other funds holding CXH

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Ameriprise's CXH Position: Q3 2022 in Review

Ameriprise sold out of MFS Investment Grade Municipal Trust (CXH) in Q3 2022, closing a stake of 12,285 shares — an estimated $93K sold.

Ameriprise first reported a position in CXH in Q3 2013 and held it in 21 quarters. The position peaked at $226K in Q2 2017. 39 funds tracked by Wall St. Rank hold CXH as of Q3 2022.

  • Ameriprise reported no remaining MFS Investment Grade Municipal Trust position as of Q3 2022 after selling out during the quarter.
  • Ameriprise sold 12,285 MFS Investment Grade Municipal Trust shares in Q3 2022, an estimated $93K.
  • Ameriprise first reported a position in MFS Investment Grade Municipal Trust in Q3 2013 and held it in 21 quarters.
  • Ameriprise's MFS Investment Grade Municipal Trust position peaked at $226K in Q2 2017.
  • 39 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q3 2022.

Based on Ameriprise's 13F filing for Q3 2022, filed 14 Nov 2022.