BA
CXH

Bridgewater Advisors’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Bridgewater Advisors’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
2023
Q3 		– Sell
-27,216
Closed -$200K – 106
2023
Q2 		$200K Hold
27,216
– – 0.04% 103
2023
Q1 		$201K Buy
+27,216
New +$200K 0.04% 112
2022
Q3 		– Sell
-28,954
Closed -$219K – 150
2022
Q2 		$219K Hold
28,954
– – 0.05% 211
2022
Q1 		$247K Hold
28,954
– – 0.06% 211
2021
Q4 		$299K Hold
28,954
– – 0.07% 198
2021
Q3 		$290K Hold
28,954
– – 0.08% 194
2021
Q2 		$298K Hold
28,954
– – 0.09% 186
2021
Q1 		$288K Buy
+28,954
New +$284K 0.15% 125

Other funds holding CXH

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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
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

Bridgewater Advisors's CXH Position: Q3 2023 in Review

Bridgewater Advisors sold out of MFS Investment Grade Municipal Trust (CXH) in Q3 2023, closing a stake of 27,216 shares — an estimated $200K sold.

Bridgewater Advisors first reported a position in CXH in Q1 2021 and held it in 8 quarters. The position peaked at $299K in Q4 2021. 38 funds tracked by Wall St. Rank hold CXH as of Q3 2023.

  • Bridgewater Advisors reported no remaining MFS Investment Grade Municipal Trust position as of Q3 2023 after selling out during the quarter.
  • Bridgewater Advisors sold 27,216 MFS Investment Grade Municipal Trust shares in Q3 2023, an estimated $200K.
  • Bridgewater Advisors first reported a position in MFS Investment Grade Municipal Trust in Q1 2021 and held it in 8 quarters.
  • Bridgewater Advisors's MFS Investment Grade Municipal Trust position peaked at $299K in Q4 2021.
  • 38 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q3 2023.

Based on Bridgewater Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.