GWM
CXH

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

Greenwich 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
2017
Q1 		– Sell
-51,540
Closed -$996K – 191
2016
Q4 		$996K Hold
51,540
– – 0.13% 87
2016
Q3 		$836K Hold
51,540
– – 0.15% 97
2016
Q2 		$908K Hold
51,540
– – 0.22% 89
2016
Q1 		$760K Buy
+51,540
New +$516K 0.2% 97

Other funds holding CXH

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Greenwich Wealth Management's CXH Position: Q1 2017 in Review

Greenwich Wealth Management sold out of MFS Investment Grade Municipal Trust (CXH) in Q1 2017, closing a stake of 51,540 shares — an estimated $996K sold.

Greenwich Wealth Management first reported a position in CXH in Q1 2016 and held it in 4 quarters. The position peaked at $996K in Q4 2016. 29 funds tracked by Wall St. Rank hold CXH as of Q1 2017.

  • Greenwich Wealth Management reported no remaining MFS Investment Grade Municipal Trust position as of Q1 2017 after selling out during the quarter.
  • Greenwich Wealth Management sold 51,540 MFS Investment Grade Municipal Trust shares in Q1 2017, an estimated $996K.
  • Greenwich Wealth Management first reported a position in MFS Investment Grade Municipal Trust in Q1 2016 and held it in 4 quarters.
  • Greenwich Wealth Management's MFS Investment Grade Municipal Trust position peaked at $996K in Q4 2016.
  • 29 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q1 2017.

Based on Greenwich Wealth Management's 13F filing for Q1 2017, filed 26 Apr 2017.