Bank of Montreal
CXH

Bank of Montreal’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Bank of Montreal’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
Q2 		– Sell
-100
Closed -$1K – 4887
2019
Q1 		$1K Buy
+100
New +$932 ﹤0.01% 4198
2013
Q4 		– Sell
-2,050
Closed -$18K – 3749
2013
Q3 		$18K Buy
+2,050
New +$17.8K ﹤0.01% 3257

Other funds holding CXH

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
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
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of Montreal's CXH Position: Q2 2019 in Review

Bank of Montreal sold out of MFS Investment Grade Municipal Trust (CXH) in Q2 2019, closing a stake of 100 shares — an estimated $1K sold.

Bank of Montreal first reported a position in CXH in Q3 2013 and held it in 2 quarters. The position peaked at $18K in Q3 2013. 36 funds tracked by Wall St. Rank hold CXH as of Q2 2019.

  • Bank of Montreal reported no remaining MFS Investment Grade Municipal Trust position as of Q2 2019 after selling out during the quarter.
  • Bank of Montreal sold 100 MFS Investment Grade Municipal Trust shares in Q2 2019, an estimated $1K.
  • Bank of Montreal first reported a position in MFS Investment Grade Municipal Trust in Q3 2013 and held it in 2 quarters.
  • Bank of Montreal's MFS Investment Grade Municipal Trust position peaked at $18K in Q3 2013.
  • 36 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q2 2019.

Based on Bank of Montreal's 13F filing for Q2 2019, filed 9 Aug 2019.