AIC
CXH

Ameritas Investment Company’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Ameritas Investment Company’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
2020
Q2 		– Sell
-226
Closed -$2K – 565
2020
Q1 		$2K Buy
+226
New +$2.19K ﹤0.01% 1555
2019
Q4 		– Sell
-221
Closed -$2K – 976
2019
Q3 		$2K Buy
+221
New +$2.18K ﹤0.01% 1444
2019
Q1 		– Sell
-214
Closed -$2K – 1136
2018
Q4 		$2K Buy
+214
New +$1.87K ﹤0.01% 1360

Other funds holding CXH

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameritas Investment Company's CXH Position: Q2 2020 in Review

Ameritas Investment Company sold out of MFS Investment Grade Municipal Trust (CXH) in Q2 2020, closing a stake of 226 shares — an estimated $2K sold.

Ameritas Investment Company first reported a position in CXH in Q4 2018 and held it in 3 quarters. The position peaked at $2K in Q1 2020. 31 funds tracked by Wall St. Rank hold CXH as of Q2 2020.

  • Ameritas Investment Company reported no remaining MFS Investment Grade Municipal Trust position as of Q2 2020 after selling out during the quarter.
  • Ameritas Investment Company sold 226 MFS Investment Grade Municipal Trust shares in Q2 2020, an estimated $2K.
  • Ameritas Investment Company first reported a position in MFS Investment Grade Municipal Trust in Q4 2018 and held it in 3 quarters.
  • Ameritas Investment Company's MFS Investment Grade Municipal Trust position peaked at $2K in Q1 2020.
  • 31 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q2 2020.

Based on Ameritas Investment Company's 13F filing for Q2 2020, filed 14 Aug 2020.