First Horizon Advisors’s MFS Investment Grade Municipal Trust CXH Stock Holding History

First Horizon Advisors’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 Q2	–	Sell	-3,108	Closed	-$30K	–	1994
2021 Q1	$30K	Hold	3,108	–	–	﹤0.01%	923
2020 Q4	$30K	Hold	3,108	–	–	﹤0.01%	771
2020 Q3	$29K	Hold	3,108	–	–	﹤0.01%	697
2020 Q2	$29K	Hold	3,108	–	–	﹤0.01%	673
2020 Q1	$29K	Hold	3,108	–	–	﹤0.01%	605
2019 Q4	$30K	Hold	3,108	–	–	﹤0.01%	722
2019 Q3	$31K	Hold	3,108	–	–	﹤0.01%	686
2019 Q2	$30K	Hold	3,108	–	–	﹤0.01%	722
2019 Q1	$29K	Hold	3,108	–	–	﹤0.01%	683
2018 Q4	$27K	Hold	3,108	–	–	﹤0.01%	677
2018 Q3	$28K	Hold	3,108	–	–	﹤0.01%	755
2018 Q2	$29K	Hold	3,108	–	–	﹤0.01%	761
2018 Q1	$29K	Hold	3,108	–	–	﹤0.01%	666
2017 Q4	$30K	Hold	3,108	–	–	﹤0.01%	678
2017 Q3	$31K	Sell	3,108 -2,104	-40%	-$21.3K	﹤0.01%	631
2017 Q2	$53K	Hold	5,212	–	–	0.01%	476
2017 Q1	$50K	Hold	5,212	–	–	0.01%	526
2016 Q4	$54K	Hold	5,212	–	–	0.01%	510
2016 Q3	$54K	Hold	5,212	–	–	0.01%	503
2016 Q2	$55K	Buy	5,212 +212	+4%	+$2.2K	0.01%	500
2016 Q1	$51K	Hold	5,000	–	–	0.01%	535
2015 Q4	$50K	Hold	5,000	–	–	0.01%	491
2015 Q3	$49K	Hold	5,000	–	–	0.01%	526
2015 Q2	$47K	Hold	5,000	–	–	0.01%	562
2015 Q1	$47K	Hold	5,000	–	–	0.01%	565
2014 Q4	$47K	Hold	5,000	–	–	0.01%	559
2014 Q3	$46K	Hold	5,000	–	–	0.01%	547
2014 Q2	$46K	Buy	+5,000	New	+$46K	0.01%	564

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

First Horizon Advisors's CXH Position: Q2 2021 in Review

First Horizon Advisors sold out of MFS Investment Grade Municipal Trust (CXH) in Q2 2021, closing a stake of 3,108 shares — an estimated $30K sold.

First Horizon Advisors first reported a position in CXH in Q2 2014 and held it in 28 quarters. The position peaked at $55K in Q2 2016. 39 funds tracked by Wall St. Rank hold CXH as of Q2 2021.

First Horizon Advisors reported no remaining MFS Investment Grade Municipal Trust position as of Q2 2021 after selling out during the quarter.
First Horizon Advisors sold 3,108 MFS Investment Grade Municipal Trust shares in Q2 2021, an estimated $30K.
First Horizon Advisors first reported a position in MFS Investment Grade Municipal Trust in Q2 2014 and held it in 28 quarters.
First Horizon Advisors's MFS Investment Grade Municipal Trust position peaked at $55K in Q2 2016.
39 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q2 2021.

Based on First Horizon Advisors's 13F filing for Q2 2021, filed 9 Aug 2021.