BBPWM
CXH

Blue Bell Private Wealth Management’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Blue Bell Private Wealth Management’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
Q4 		– Sell
-4,859
Closed -$39.9K – 680
2024
Q3 		$39.9K Hold
4,859
– – 0.01% 395
2024
Q2 		$38.4K Buy
4,859
+3,400
+233% +$25.7K 0.01% 384
2024
Q1 		$11.1K Hold
1,459
– – ﹤0.01% 512
2023
Q4 		$11K Buy
+1,459
New +$10.4K ﹤0.01% 484

Other funds holding CXH

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blue Bell Private Wealth Management's CXH Position: Q4 2024 in Review

Blue Bell Private Wealth Management sold out of MFS Investment Grade Municipal Trust (CXH) in Q4 2024, closing a stake of 4,859 shares — an estimated $39.9K sold.

Blue Bell Private Wealth Management first reported a position in CXH in Q4 2023 and held it in 4 quarters. The position peaked at $39.9K in Q3 2024. 33 funds tracked by Wall St. Rank hold CXH as of Q4 2024.

  • Blue Bell Private Wealth Management reported no remaining MFS Investment Grade Municipal Trust position as of Q4 2024 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 4,859 MFS Investment Grade Municipal Trust shares in Q4 2024, an estimated $39.9K.
  • Blue Bell Private Wealth Management first reported a position in MFS Investment Grade Municipal Trust in Q4 2023 and held it in 4 quarters.
  • Blue Bell Private Wealth Management's MFS Investment Grade Municipal Trust position peaked at $39.9K in Q3 2024.
  • 33 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q4 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.