Broadview Financial Management’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Broadview Financial 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
2022 Q2	–	Sell	-33,478	Closed	-$286K	–	43
2022 Q1	$286K	Buy	33,478 +545	+2%	+$4.97K	0.21%	41
2021 Q4	$340K	Buy	32,933 +335	+1%	+$3.32K	0.24%	39
2021 Q3	$326K	Buy	32,598 +331	+1%	+$3.43K	0.25%	38
2021 Q2	$332K	Buy	32,267 +356	+1%	+$3.58K	0.25%	38
2021 Q1	$313K	Buy	31,911 +453	+1%	+$4.44K	0.24%	38
2020 Q4	$308K	Buy	31,458 +376	+1%	+$3.56K	0.24%	39
2020 Q3	$292K	Buy	31,082 +366	+1%	+$3.53K	0.25%	39
2020 Q2	$290K	Buy	30,716 +344	+1%	+$3.13K	0.23%	39
2020 Q1	$279K	Buy	30,372 +392	+1%	+$3.8K	0.25%	37
2019 Q4	$293K	Buy	29,980 +315	+1%	+$3.09K	0.2%	40
2019 Q3	$295K	Buy	29,665 +315	+1%	+$3.1K	0.22%	37
2019 Q2	$281K	Hold	29,350	–	–	0.21%	38
2019 Q1	$276K	Hold	29,350	–	–	0.22%	38
2018 Q4	$258K	Buy	+29,350	New	+$257K	0.23%	45

Other funds holding CXH

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACA

Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Broadview Financial Management's CXH Position: Q2 2022 in Review

Broadview Financial Management sold out of MFS Investment Grade Municipal Trust (CXH) in Q2 2022, closing a stake of 33,478 shares — an estimated $286K sold.

Broadview Financial Management first reported a position in CXH in Q4 2018 and held it in 14 quarters. The position peaked at $340K in Q4 2021. 43 funds tracked by Wall St. Rank hold CXH as of Q2 2022.

Broadview Financial Management reported no remaining MFS Investment Grade Municipal Trust position as of Q2 2022 after selling out during the quarter.
Broadview Financial Management sold 33,478 MFS Investment Grade Municipal Trust shares in Q2 2022, an estimated $286K.
Broadview Financial Management first reported a position in MFS Investment Grade Municipal Trust in Q4 2018 and held it in 14 quarters.
Broadview Financial Management's MFS Investment Grade Municipal Trust position peaked at $340K in Q4 2021.
43 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q2 2022.

Based on Broadview Financial Management's 13F filing for Q2 2022, filed 3 Aug 2022.