FPCP
CXH

Fort Point Capital Partners’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Fort Point Capital Partners’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
2024
Q3 		– Sell
-39,422
Closed -$311K – 298
2024
Q2 		$311K Buy
39,422
+4,330
+12% +$32.7K 0.04% 249
2024
Q1 		$267K Buy
35,092
+22,057
+169% +$166K 0.04% 274
2023
Q4 		$98.7K Sell
13,035
-6,566
-33% -$46.6K 0.01% 298
2023
Q3 		$139K Buy
+19,601
New +$145K 0.02% 271

Other funds holding CXH

AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 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

Fort Point Capital Partners's CXH Position: Q3 2024 in Review

Fort Point Capital Partners sold out of MFS Investment Grade Municipal Trust (CXH) in Q3 2024, closing a stake of 39,422 shares — an estimated $311K sold.

Fort Point Capital Partners first reported a position in CXH in Q3 2023 and held it in 4 quarters. The position peaked at $311K in Q2 2024. 33 funds tracked by Wall St. Rank hold CXH as of Q3 2024.

  • Fort Point Capital Partners reported no remaining MFS Investment Grade Municipal Trust position as of Q3 2024 after selling out during the quarter.
  • Fort Point Capital Partners sold 39,422 MFS Investment Grade Municipal Trust shares in Q3 2024, an estimated $311K.
  • Fort Point Capital Partners first reported a position in MFS Investment Grade Municipal Trust in Q3 2023 and held it in 4 quarters.
  • Fort Point Capital Partners's MFS Investment Grade Municipal Trust position peaked at $311K in Q2 2024.
  • 33 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q3 2024.

Based on Fort Point Capital Partners's 13F filing for Q3 2024, filed 14 Nov 2024.