DAS
CXH

Dynamic Advisor Solutions’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Dynamic Advisor Solutions’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
2021
Q1 		– Sell
-15,814
Closed -$155K – 708
2020
Q4 		$155K Buy
15,814
+544
+4% +$5.15K 0.01% 626
2020
Q3 		$143K Buy
15,270
+500
+3% +$4.82K 0.02% 555
2020
Q2 		$139K Hold
14,770
– – 0.02% 505
2020
Q1 		$135K Buy
14,770
+1,895
+15% +$18.4K 0.02% 437
2019
Q4 		$126K Sell
12,875
-600
-4% -$5.88K 0.02% 533
2019
Q3 		$134K Hold
13,475
– – 0.02% 492
2019
Q2 		$129K Hold
13,475
– – 0.02% 483
2019
Q1 		$127K Buy
13,475
+1,000
+8% +$9.32K 0.02% 403
2018
Q4 		$116K Sell
12,475
-480
-4% -$4.2K 0.02% 378
2018
Q3 		$116K Hold
12,955
– – 0.02% 397
2018
Q2 		$120K Buy
12,955
+1,480
+13% +$13.8K 0.03% 395
2018
Q1 		$108K Buy
+11,475
New +$109K 0.03% 357

Other funds holding CXH

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dynamic Advisor Solutions's CXH Position: Q1 2021 in Review

Dynamic Advisor Solutions sold out of MFS Investment Grade Municipal Trust (CXH) in Q1 2021, closing a stake of 15,814 shares — an estimated $155K sold.

Dynamic Advisor Solutions first reported a position in CXH in Q1 2018 and held it in 12 quarters. The position peaked at $155K in Q4 2020. 39 funds tracked by Wall St. Rank hold CXH as of Q1 2021.

  • Dynamic Advisor Solutions reported no remaining MFS Investment Grade Municipal Trust position as of Q1 2021 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 15,814 MFS Investment Grade Municipal Trust shares in Q1 2021, an estimated $155K.
  • Dynamic Advisor Solutions first reported a position in MFS Investment Grade Municipal Trust in Q1 2018 and held it in 12 quarters.
  • Dynamic Advisor Solutions's MFS Investment Grade Municipal Trust position peaked at $155K in Q4 2020.
  • 39 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q1 2021.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2021, filed 27 Apr 2021.