Janney Montgomery Scott
CXH

Janney Montgomery Scott’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Janney Montgomery Scott’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
Q4 		– Sell
-12,400
Closed -$88K – 2658
2023
Q3 		$88K Sell
12,400
-1,200
-9% -$8.89K ﹤0.01% 2490
2023
Q2 		$100K Hold
13,600
– – ﹤0.01% 2555
2023
Q1 		$101K Sell
13,600
-8,454
-38% -$62K ﹤0.01% 2373
2022
Q4 		$157K Sell
22,054
-3,794
-15% -$26.4K ﹤0.01% 2419
2022
Q3 		$174K Sell
25,848
-3,460
-12% -$26.5K ﹤0.01% 2321
2022
Q2 		$217K Sell
29,308
-3,656
-11% -$28.5K ﹤0.01% 2093
2022
Q1 		$282K Buy
32,964
+10
+0% +$91 ﹤0.01% 1918
2021
Q4 		$340K Buy
32,954
+3,452
+12% +$34.2K ﹤0.01% 1936
2021
Q3 		$295K Buy
29,502
+36
+0.1% +$373 ﹤0.01% 1968
2021
Q2 		$303K Buy
29,466
+6,012
+26% +$60.4K ﹤0.01% 1915
2021
Q1 		$230K Sell
23,454
-800
-3% -$7.84K ﹤0.01% 2000
2020
Q4 		$238K Buy
24,254
+400
+2% +$3.79K ﹤0.01% 2004
2020
Q3 		$224K Buy
23,854
+800
+3% +$7.72K ﹤0.01% 1850
2020
Q2 		$218K Buy
23,054
+8,100
+54% +$73.8K ﹤0.01% 1791
2020
Q1 		$137K Sell
14,954
-2,500
-14% -$24.3K ﹤0.01% 1742
2019
Q4 		$170K Hold
17,454
– – ﹤0.01% 1962
2019
Q3 		$173K Hold
17,454
– – ﹤0.01% 1933
2019
Q2 		$167K Hold
17,454
– – ﹤0.01% 1940
2019
Q1 		$164K Hold
17,454
– – ﹤0.01% 1891
2018
Q4 		$153K Hold
17,454
– – ﹤0.01% 1818
2018
Q3 		$157K Hold
17,454
– – ﹤0.01% 1952
2018
Q2 		$161K Sell
17,454
-5,000
-22% -$46.6K ﹤0.01% 1893
2018
Q1 		$211K Hold
22,454
– – ﹤0.01% 1794
2017
Q4 		$218K Hold
22,454
– – ﹤0.01% 1752
2017
Q3 		$224K Sell
22,454
-500
-2% -$5.07K ﹤0.01% 1651
2017
Q2 		$233K Hold
22,954
– – ﹤0.01% 1553
2017
Q1 		$221K Hold
22,954
– – ﹤0.01% 1564
2016
Q4 		$215K Hold
22,954
– – ﹤0.01% 1506
2016
Q3 		$238K Buy
+22,954
New +$241K ﹤0.01% 1301
2016
Q2 		– Sell
-22,954
Closed -$233K – 768
2016
Q1 		$233K Hold
22,954
– – 0.01% 1070
2015
Q4 		$228K Sell
22,954
-1,250
-5% -$12.2K 0.01% 1164
2015
Q3 		$236K Hold
24,204
– – 0.01% 1164
2015
Q2 		$225K Sell
24,204
-2,864
-11% -$26.5K ﹤0.01% 1704
2015
Q1 		$256K Hold
27,068
– – ﹤0.01% 1885
2014
Q4 		$254K Sell
27,068
-5,000
-16% -$46.3K 0.01% 1816
2014
Q3 		$293K Sell
32,068
-3,400
-10% -$31.2K 0.01% 1679
2014
Q2 		$329K Sell
35,468
-1,500
-4% -$13.8K 0.01% 1553
2014
Q1 		$330K Buy
36,968
+6,000
+19% +$53.2K 0.01% 1392
2013
Q4 		$267K Buy
30,968
+9,864
+47% +$84K 0.01% 1516
2013
Q3 		$184K Buy
+21,104
New +$183K 0.01% 1677

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
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 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
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

Janney Montgomery Scott's CXH Position: Q4 2023 in Review

Janney Montgomery Scott sold out of MFS Investment Grade Municipal Trust (CXH) in Q4 2023, closing a stake of 12,400 shares — an estimated $88K sold.

Janney Montgomery Scott first reported a position in CXH in Q3 2013 and held it in 40 quarters. The position peaked at $340K in Q4 2021. 38 funds tracked by Wall St. Rank hold CXH as of Q4 2023.

  • Janney Montgomery Scott reported no remaining MFS Investment Grade Municipal Trust position as of Q4 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 12,400 MFS Investment Grade Municipal Trust shares in Q4 2023, an estimated $88K.
  • Janney Montgomery Scott first reported a position in MFS Investment Grade Municipal Trust in Q3 2013 and held it in 40 quarters.
  • Janney Montgomery Scott's MFS Investment Grade Municipal Trust position peaked at $340K in Q4 2021.
  • 38 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q4 2023.

Based on Janney Montgomery Scott's 13F filing for Q4 2023, filed 8 Feb 2024.