BFC
CXH

Bedel Financial Consulting’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Bedel Financial Consulting’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
2018
Q4 		– Sell
-325
Closed -$2K – 686
2018
Q3 		$2K Hold
325
– – ﹤0.01% 609
2018
Q2 		$3K Hold
325
– – ﹤0.01% 590
2018
Q1 		$3K Buy
+325
New +$3.09K ﹤0.01% 590

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
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 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 $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bedel Financial Consulting's CXH Position: Q4 2018 in Review

Bedel Financial Consulting sold out of MFS Investment Grade Municipal Trust (CXH) in Q4 2018, closing a stake of 325 shares — an estimated $2K sold.

Bedel Financial Consulting first reported a position in CXH in Q1 2018 and held it in 3 quarters. The position peaked at $3K in Q2 2018. 35 funds tracked by Wall St. Rank hold CXH as of Q4 2018.

  • Bedel Financial Consulting reported no remaining MFS Investment Grade Municipal Trust position as of Q4 2018 after selling out during the quarter.
  • Bedel Financial Consulting sold 325 MFS Investment Grade Municipal Trust shares in Q4 2018, an estimated $2K.
  • Bedel Financial Consulting first reported a position in MFS Investment Grade Municipal Trust in Q1 2018 and held it in 3 quarters.
  • Bedel Financial Consulting's MFS Investment Grade Municipal Trust position peaked at $3K in Q2 2018.
  • 35 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q4 2018.

Based on Bedel Financial Consulting's 13F filing for Q4 2018, filed 28 Jan 2019.