Commonwealth Equity Services
CXH

Commonwealth Equity Services’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Commonwealth Equity Services’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
Q4 		– Sell
-10,725
Closed -$72K – 3728
2022
Q3 		$72K Buy
+10,725
New +$82K ﹤0.01% 3433

Other funds holding CXH

SCM
Saba Capital Management New York $3.62B AUM 13% 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
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services's CXH Position: Q4 2022 in Review

Commonwealth Equity Services sold out of MFS Investment Grade Municipal Trust (CXH) in Q4 2022, closing a stake of 10,725 shares — an estimated $72K sold.

Commonwealth Equity Services first reported a position in CXH in Q3 2022 and held it in 1 quarter. The position peaked at $72K in Q3 2022. 39 funds tracked by Wall St. Rank hold CXH as of Q4 2022.

  • Commonwealth Equity Services reported no remaining MFS Investment Grade Municipal Trust position as of Q4 2022 after selling out during the quarter.
  • Commonwealth Equity Services sold 10,725 MFS Investment Grade Municipal Trust shares in Q4 2022, an estimated $72K.
  • Commonwealth Equity Services first reported a position in MFS Investment Grade Municipal Trust in Q3 2022 and held it in 1 quarter.
  • Commonwealth Equity Services's MFS Investment Grade Municipal Trust position peaked at $72K in Q3 2022.
  • 39 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q4 2022.

Based on Commonwealth Equity Services's 13F filing for Q4 2022, filed 7 Feb 2023.