Cambridge Investment Research Advisors
CXH

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

Cambridge Investment Research 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
2024
Q3 		– Sell
-11,074
Closed -$87K – 3433
2024
Q2 		$87K Buy
11,074
+64
+0.6% +$483 ﹤0.01% 3170
2024
Q1 		$84K Buy
11,010
+59
+0.5% +$445 ﹤0.01% 3165
2023
Q4 		$83K Buy
10,951
+57
+0.5% +$405 ﹤0.01% 3054
2023
Q3 		$77K Buy
10,894
+55
+0.5% +$408 ﹤0.01% 2999
2023
Q2 		$80K Sell
10,839
-926
-8% -$6.77K ﹤0.01% 3035
2023
Q1 		$87K Buy
11,765
+61
+0.5% +$447 ﹤0.01% 2979
2022
Q4 		$83K Sell
11,704
-344
-3% -$2.39K ﹤0.01% 2937
2022
Q3 		$81K Sell
12,048
-758
-6% -$5.8K ﹤0.01% 2885
2022
Q2 		$97K Sell
12,806
-966
-7% -$7.52K ﹤0.01% 2870
2022
Q1 		$118K Buy
13,772
+1,000
+8% +$9.11K ﹤0.01% 2993
2021
Q4 		$132K Sell
12,772
-3,473
-21% -$34.4K ﹤0.01% 2988
2021
Q3 		$162K Buy
16,245
+5,717
+54% +$59.3K ﹤0.01% 2863
2021
Q2 		$108K Buy
10,528
+17
+0.2% +$171 ﹤0.01% 2958
2021
Q1 		$103K Buy
+10,511
New +$103K ﹤0.01% 2754

Other funds holding CXH

AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors's CXH Position: Q3 2024 in Review

Cambridge Investment Research Advisors sold out of MFS Investment Grade Municipal Trust (CXH) in Q3 2024, closing a stake of 11,074 shares — an estimated $87K sold.

Cambridge Investment Research Advisors first reported a position in CXH in Q1 2021 and held it in 14 quarters. The position peaked at $162K in Q3 2021. 33 funds tracked by Wall St. Rank hold CXH as of Q3 2024.

  • Cambridge Investment Research Advisors reported no remaining MFS Investment Grade Municipal Trust position as of Q3 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 11,074 MFS Investment Grade Municipal Trust shares in Q3 2024, an estimated $87K.
  • Cambridge Investment Research Advisors first reported a position in MFS Investment Grade Municipal Trust in Q1 2021 and held it in 14 quarters.
  • Cambridge Investment Research Advisors's MFS Investment Grade Municipal Trust position peaked at $162K in Q3 2021.
  • 33 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q3 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2024, filed 28 Oct 2024.