Creative Planning’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Creative Planning’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
2017 Q3	–	Sell	-1,000	Closed	-$10K	–	2288
2017 Q2	$10K	Hold	1,000	–	–	﹤0.01%	3616
2017 Q1	$10K	Hold	1,000	–	–	﹤0.01%	3585
2016 Q4	$9K	Hold	1,000	–	–	﹤0.01%	3602
2016 Q3	$10K	Buy	+1,000	New	+$10.5K	﹤0.01%	3503
2015 Q2	–	Sell	-5,000	Closed	-$47K	–	1506
2015 Q1	$47K	Sell	5,000 -1,000	-17%	-$9.46K	﹤0.01%	2067
2014 Q4	$56K	Buy	6,000 +2,945	+96%	+$27.3K	﹤0.01%	1933
2014 Q3	$28K	Hold	3,055	–	–	﹤0.01%	2294
2014 Q2	$28K	Hold	3,055	–	–	﹤0.01%	2271
2014 Q1	$27K	Hold	3,055	–	–	﹤0.01%	2191
2013 Q4	$26K	Hold	3,055	–	–	﹤0.01%	2028
2013 Q3	$27K	Sell	3,055 -1,000	-25%	-$8.69K	﹤0.01%	1918
2013 Q2	$38K	Buy	+4,055	New	+$39.8K	﹤0.01%	1525

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

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning's CXH Position: Q3 2017 in Review

Creative Planning sold out of MFS Investment Grade Municipal Trust (CXH) in Q3 2017, closing a stake of 1,000 shares — an estimated $10K sold.

Creative Planning first reported a position in CXH in Q2 2013 and held it in 12 quarters. The position peaked at $56K in Q4 2014. 31 funds tracked by Wall St. Rank hold CXH as of Q3 2017.

Creative Planning reported no remaining MFS Investment Grade Municipal Trust position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 1,000 MFS Investment Grade Municipal Trust shares in Q3 2017, an estimated $10K.
Creative Planning first reported a position in MFS Investment Grade Municipal Trust in Q2 2013 and held it in 12 quarters.
Creative Planning's MFS Investment Grade Municipal Trust position peaked at $56K in Q4 2014.
31 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.