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

Kestra 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
2021 Q4	–	Sell	-44,391	Closed	-$444K	–	2047
2021 Q3	$444K	Sell	44,391 -5,226	-11%	-$54.2K	﹤0.01%	1452
2021 Q2	$510K	Buy	49,617 +291	+0.6%	+$2.93K	0.01%	1267
2021 Q1	$484K	Sell	49,326 -35,244	-42%	-$345K	0.01%	1210
2020 Q4	$825K	Buy	84,570 +35,929	+74%	+$340K	0.01%	954
2020 Q3	$457K	Buy	+48,641	New	+$469K	0.01%	928

Other funds holding CXH

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Kestra Advisory Services's CXH Position: Q4 2021 in Review

Kestra Advisory Services sold out of MFS Investment Grade Municipal Trust (CXH) in Q4 2021, closing a stake of 44,391 shares — an estimated $444K sold.

Kestra Advisory Services first reported a position in CXH in Q3 2020 and held it in 5 quarters. The position peaked at $825K in Q4 2020. 40 funds tracked by Wall St. Rank hold CXH as of Q4 2021.

Kestra Advisory Services reported no remaining MFS Investment Grade Municipal Trust position as of Q4 2021 after selling out during the quarter.
Kestra Advisory Services sold 44,391 MFS Investment Grade Municipal Trust shares in Q4 2021, an estimated $444K.
Kestra Advisory Services first reported a position in MFS Investment Grade Municipal Trust in Q3 2020 and held it in 5 quarters.
Kestra Advisory Services's MFS Investment Grade Municipal Trust position peaked at $825K in Q4 2020.
40 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q4 2021.

Based on Kestra Advisory Services's 13F filing for Q4 2021, filed 20 Jan 2022.