DWM
CXH

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

Denver 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
2023
Q1 		– Sell
-12,166
Closed -$87K – 81
2022
Q4 		$87K Buy
+12,166
New +$84.6K 0.07% 69
2022
Q3 		– Sell
-14,459
Closed -$110K – 54
2022
Q2 		$110K Buy
+14,459
New +$113K 0.11% 53
2021
Q4 		$167K Buy
+16,232
New +$161K 0.16% 42
2021
Q1 		$132K Buy
+15,459
New +$151K 0.14% 46

Other funds holding CXH

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Denver Wealth Management's CXH Position: Q1 2023 in Review

Denver Wealth Management sold out of MFS Investment Grade Municipal Trust (CXH) in Q1 2023, closing a stake of 12,166 shares — an estimated $87K sold.

Denver Wealth Management first reported a position in CXH in Q1 2021 and held it in 4 quarters. The position peaked at $167K in Q4 2021. 38 funds tracked by Wall St. Rank hold CXH as of Q1 2023.

  • Denver Wealth Management reported no remaining MFS Investment Grade Municipal Trust position as of Q1 2023 after selling out during the quarter.
  • Denver Wealth Management sold 12,166 MFS Investment Grade Municipal Trust shares in Q1 2023, an estimated $87K.
  • Denver Wealth Management first reported a position in MFS Investment Grade Municipal Trust in Q1 2021 and held it in 4 quarters.
  • Denver Wealth Management's MFS Investment Grade Municipal Trust position peaked at $167K in Q4 2021.
  • 38 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q1 2023.

Based on Denver Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.