IA
CXH

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

IFP 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
2023
Q3 		– Sell
-800
Closed -$5.88K – 3354
2023
Q2 		$5.88K Buy
+800
New +$5.85K ﹤0.01% 2498
2017
Q4 		– Sell
-300
Closed -$3K – 3856
2017
Q3 		$3K Hold
300
– – ﹤0.01% 3600
2017
Q2 		$3K Hold
300
– – ﹤0.01% 3594
2017
Q1 		$3K Hold
300
– – ﹤0.01% 3504
2016
Q4 		$3K Hold
300
– – ﹤0.01% 3497
2016
Q3 		$3K Sell
300
-1,082
-78% -$11.4K ﹤0.01% 3437
2016
Q2 		$15K Buy
+1,382
New +$14.3K ﹤0.01% 2529
2016
Q1 		– Sell
-1,082
Closed -$11K – 2574
2015
Q4 		$11K Buy
+1,082
New +$10.5K ﹤0.01% 2517

Other funds holding CXH

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
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
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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
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

IFP Advisors's CXH Position: Q3 2023 in Review

IFP Advisors sold out of MFS Investment Grade Municipal Trust (CXH) in Q3 2023, closing a stake of 800 shares — an estimated $5.88K sold.

IFP Advisors first reported a position in CXH in Q4 2015 and held it in 8 quarters. The position peaked at $15K in Q2 2016. 38 funds tracked by Wall St. Rank hold CXH as of Q3 2023.

  • IFP Advisors reported no remaining MFS Investment Grade Municipal Trust position as of Q3 2023 after selling out during the quarter.
  • IFP Advisors sold 800 MFS Investment Grade Municipal Trust shares in Q3 2023, an estimated $5.88K.
  • IFP Advisors first reported a position in MFS Investment Grade Municipal Trust in Q4 2015 and held it in 8 quarters.
  • IFP Advisors's MFS Investment Grade Municipal Trust position peaked at $15K in Q2 2016.
  • 38 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q3 2023.

Based on IFP Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.