CHA
CXH

Carmichael Hill & Associates’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Carmichael Hill & Associates’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
2020
Q1 		– Sell
-448
Closed -$4K – 689
2019
Q4 		$4K Buy
+448
New +$4.39K ﹤0.01% 576

Other funds holding CXH

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carmichael Hill & Associates's CXH Position: Q1 2020 in Review

Carmichael Hill & Associates sold out of MFS Investment Grade Municipal Trust (CXH) in Q1 2020, closing a stake of 448 shares — an estimated $4K sold.

Carmichael Hill & Associates first reported a position in CXH in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 35 funds tracked by Wall St. Rank hold CXH as of Q1 2020.

  • Carmichael Hill & Associates reported no remaining MFS Investment Grade Municipal Trust position as of Q1 2020 after selling out during the quarter.
  • Carmichael Hill & Associates sold 448 MFS Investment Grade Municipal Trust shares in Q1 2020, an estimated $4K.
  • Carmichael Hill & Associates first reported a position in MFS Investment Grade Municipal Trust in Q4 2019 and held it in 1 quarter.
  • Carmichael Hill & Associates's MFS Investment Grade Municipal Trust position peaked at $4K in Q4 2019.
  • 35 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q1 2020.

Based on Carmichael Hill & Associates's 13F filing for Q1 2020, filed 5 May 2020.