CWM
CXH

Concert Wealth Management’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Concert Wealth 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
2015
Q1 		– Sell
-16,250
Closed -$152K – 512
2014
Q4 		$152K Buy
+16,250
New +$151K 0.02% 598

Other funds holding CXH

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Concert Wealth Management's CXH Position: Q1 2015 in Review

Concert Wealth Management sold out of MFS Investment Grade Municipal Trust (CXH) in Q1 2015, closing a stake of 16,250 shares — an estimated $152K sold.

Concert Wealth Management first reported a position in CXH in Q4 2014 and held it in 1 quarter. The position peaked at $152K in Q4 2014. 34 funds tracked by Wall St. Rank hold CXH as of Q1 2015.

  • Concert Wealth Management reported no remaining MFS Investment Grade Municipal Trust position as of Q1 2015 after selling out during the quarter.
  • Concert Wealth Management sold 16,250 MFS Investment Grade Municipal Trust shares in Q1 2015, an estimated $152K.
  • Concert Wealth Management first reported a position in MFS Investment Grade Municipal Trust in Q4 2014 and held it in 1 quarter.
  • Concert Wealth Management's MFS Investment Grade Municipal Trust position peaked at $152K in Q4 2014.
  • 34 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q1 2015.

Based on Concert Wealth Management's 13F filing for Q1 2015, filed 27 Apr 2015.