BFEC
CXH

Benjamin F. Edwards & Company’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Benjamin F. Edwards & 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
2024
Q2 		$8K Hold
1,000
– – ﹤0.01% 1767
2024
Q1 		$8K Buy
+1,000
New +$7.55K ﹤0.01% 1741
2020
Q1 		– Sell
-255
Closed -$2K – 1739
2019
Q4 		$2K Buy
+255
New +$2.5K ﹤0.01% 1760

Other funds holding CXH

AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $532M AUM 56.47% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

Benjamin F. Edwards & Company's CXH Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its MFS Investment Grade Municipal Trust (CXH) position steady in Q2 2024 at 1,000 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1767.

Benjamin F. Edwards & Company first reported a position in CXH in Q4 2019 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold CXH as of Q2 2024.

  • Benjamin F. Edwards & Company held 1,000 shares of MFS Investment Grade Municipal Trust worth $8K as of Q2 2024.
  • Benjamin F. Edwards & Company left its MFS Investment Grade Municipal Trust share count unchanged in Q2 2024.
  • MFS Investment Grade Municipal Trust made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1767 holding.
  • Benjamin F. Edwards & Company first reported a position in MFS Investment Grade Municipal Trust in Q4 2019 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.