DWM
CXH

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

Dakota 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
2022
Q4 		– Sell
-28,522
Closed -$192K – 604
2022
Q3 		$192K Hold
28,522
– – 0.02% 510
2022
Q2 		$216K Hold
28,522
– – 0.02% 433
2022
Q1 		$244K Sell
28,522
-1,825
-6% -$16.6K 0.02% 384
2021
Q4 		$313K Hold
30,347
– – 0.03% 301
2021
Q3 		$303K Hold
30,347
– – 0.03% 281
2021
Q2 		$312K Hold
30,347
– – 0.04% 275
2021
Q1 		$298K Sell
30,347
-7,000
-19% -$68.6K 0.04% 256
2020
Q4 		$366K Hold
37,347
– – 0.05% 234
2020
Q3 		$351K Sell
37,347
-2,487
-6% -$24K 0.06% 212
2020
Q2 		$375K Sell
39,834
-1,825
-4% -$16.6K 0.06% 197
2020
Q1 		$382K Buy
41,659
+9,632
+30% +$93.4K 0.08% 172
2019
Q4 		$312K Sell
32,027
-3,126
-9% -$30.6K 0.05% 241
2019
Q3 		$349K Hold
35,153
– – 0.06% 219
2019
Q2 		$337K Sell
35,153
-3,967
-10% -$37.5K 0.06% 212
2019
Q1 		$368K Hold
39,120
– – 0.07% 215
2018
Q4 		$343K Buy
39,120
+1,107
+3% +$9.69K 0.08% 201
2018
Q3 		$341K Buy
+38,013
New +$350K 0.08% 201

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

Dakota Wealth Management's CXH Position: Q4 2022 in Review

Dakota Wealth Management sold out of MFS Investment Grade Municipal Trust (CXH) in Q4 2022, closing a stake of 28,522 shares — an estimated $192K sold.

Dakota Wealth Management first reported a position in CXH in Q3 2018 and held it in 17 quarters. The position peaked at $382K in Q1 2020. 39 funds tracked by Wall St. Rank hold CXH as of Q4 2022.

  • Dakota Wealth Management reported no remaining MFS Investment Grade Municipal Trust position as of Q4 2022 after selling out during the quarter.
  • Dakota Wealth Management sold 28,522 MFS Investment Grade Municipal Trust shares in Q4 2022, an estimated $192K.
  • Dakota Wealth Management first reported a position in MFS Investment Grade Municipal Trust in Q3 2018 and held it in 17 quarters.
  • Dakota Wealth Management's MFS Investment Grade Municipal Trust position peaked at $382K in Q1 2020.
  • 39 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q4 2022.

Based on Dakota Wealth Management's 13F filing for Q4 2022, filed 8 Feb 2023.