GCWM
CXH

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

Graham Capital 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
2024
Q4 		– Sell
-65,155
Closed -$536K – 76
2024
Q3 		$536K Sell
65,155
-763
-1% -$6.16K 0.55% 34
2024
Q2 		$521K Buy
+65,918
New +$497K 0.7% 26

Other funds holding CXH

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Graham Capital Wealth Management's CXH Position: Q4 2024 in Review

Graham Capital Wealth Management sold out of MFS Investment Grade Municipal Trust (CXH) in Q4 2024, closing a stake of 65,155 shares — an estimated $536K sold.

Graham Capital Wealth Management first reported a position in CXH in Q2 2024 and held it in 2 quarters. The position peaked at $536K in Q3 2024. 33 funds tracked by Wall St. Rank hold CXH as of Q4 2024.

  • Graham Capital Wealth Management reported no remaining MFS Investment Grade Municipal Trust position as of Q4 2024 after selling out during the quarter.
  • Graham Capital Wealth Management sold 65,155 MFS Investment Grade Municipal Trust shares in Q4 2024, an estimated $536K.
  • Graham Capital Wealth Management first reported a position in MFS Investment Grade Municipal Trust in Q2 2024 and held it in 2 quarters.
  • Graham Capital Wealth Management's MFS Investment Grade Municipal Trust position peaked at $536K in Q3 2024.
  • 33 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q4 2024.

Based on Graham Capital Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.