Investors Capital Advisory Services’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Investors Capital Advisory Services’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
2016 Q1	–	Sell	-10,400	Closed	-$103K	–	706
2015 Q4	$103K	Sell	10,400 -1,600	-13%	-$15.6K	0.02%	645
2015 Q3	$117K	Sell	12,000 -850	-7%	-$8.17K	0.02%	638
2015 Q2	$119K	Sell	12,850 -100	-0.8%	-$927	0.02%	665
2015 Q1	$122K	Sell	12,950 -1,000	-7%	-$9.46K	0.02%	658
2014 Q4	$130K	Sell	13,950 -2,800	-17%	-$25.9K	0.02%	633
2014 Q3	$153K	Buy	16,750 +650	+4%	+$5.96K	0.03%	601
2014 Q2	$149K	Sell	16,100 -2,800	-15%	-$25.8K	0.02%	614
2014 Q1	$168K	Buy	18,900 +3,950	+26%	+$35K	0.04%	570
2013 Q4	$128K	Buy	14,950 +850	+6%	+$7.24K	0.03%	559
2013 Q3	$122K	Buy	+14,100	New	+$123K	0.03%	522

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Investors Capital Advisory Services's CXH Position: Q1 2016 in Review

Investors Capital Advisory Services sold out of MFS Investment Grade Municipal Trust (CXH) in Q1 2016, closing a stake of 10,400 shares — an estimated $103K sold.

Investors Capital Advisory Services first reported a position in CXH in Q3 2013 and held it in 10 quarters. The position peaked at $168K in Q1 2014. 25 funds tracked by Wall St. Rank hold CXH as of Q1 2016.

Investors Capital Advisory Services reported no remaining MFS Investment Grade Municipal Trust position as of Q1 2016 after selling out during the quarter.
Investors Capital Advisory Services sold 10,400 MFS Investment Grade Municipal Trust shares in Q1 2016, an estimated $103K.
Investors Capital Advisory Services first reported a position in MFS Investment Grade Municipal Trust in Q3 2013 and held it in 10 quarters.
Investors Capital Advisory Services's MFS Investment Grade Municipal Trust position peaked at $168K in Q1 2014.
25 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q1 2016.

Based on Investors Capital Advisory Services's 13F filing for Q1 2016, filed 9 May 2016.