CWM
CXH

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

Cornerstone 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
2018
Q3 		– Sell
-11,973
Closed -$1.3M – 1346
2018
Q2 		$1.3M Buy
+11,973
New +$112K 0.01% 676

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
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Cornerstone Wealth Management's CXH Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of MFS Investment Grade Municipal Trust (CXH) in Q3 2018, closing a stake of 11,973 shares — an estimated $1.3M sold.

Cornerstone Wealth Management first reported a position in CXH in Q2 2018 and held it in 1 quarter. The position peaked at $1.3M in Q2 2018. 35 funds tracked by Wall St. Rank hold CXH as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining MFS Investment Grade Municipal Trust position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 11,973 MFS Investment Grade Municipal Trust shares in Q3 2018, an estimated $1.3M.
  • Cornerstone Wealth Management first reported a position in MFS Investment Grade Municipal Trust in Q2 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's MFS Investment Grade Municipal Trust position peaked at $1.3M in Q2 2018.
  • 35 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.