Koshinski Asset Management
CXH

Koshinski Asset Management’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Koshinski Asset 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
2022
Q4 		– Sell
-22,170
Closed -$149K – 612
2022
Q3 		$149K Hold
22,170
– – 0.02% 518
2022
Q2 		$168K Hold
22,170
– – 0.02% 563
2022
Q1 		$189K Hold
22,170
– – 0.02% 599
2021
Q4 		$229K Hold
22,170
– – 0.02% 582
2021
Q3 		$222K Buy
22,170
+10,050
+83% +$104K 0.02% 579
2021
Q2 		$125K Sell
12,120
-10,050
-45% -$101K 0.02% 539
2021
Q1 		$217K Hold
22,170
– – 0.02% 552
2020
Q4 		$217K Hold
22,170
– – 0.03% 501
2020
Q3 		$207 Hold
22,170
– – 0.03% 471
2020
Q2 		$209K Hold
22,170
– – 0.03% 454
2020
Q1 		$203K Sell
22,170
-40,000
-64% -$388K 0.04% 424
2019
Q4 		$607K Buy
+62,170
New +$610K 0.1% 268
2019
Q3 		– Sell
-97,170
Closed -$930K – 172
2019
Q2 		$930K Sell
97,170
-5,000
-5% -$47.3K 0.38% 80
2019
Q1 		$959 Hold
102,170
– – 0.26% 115
2018
Q4 		$897K Sell
102,170
-12,000
-11% -$105K 0.22% 146
2018
Q3 		$1.02M Buy
114,170
+52,050
+84% +$479K 0.15% 205
2018
Q2 		$575K Buy
62,120
+4,600
+8% +$42.9K 0.18% 182
2018
Q1 		$540K Buy
57,520
+23,020
+67% +$219K 0.17% 198
2017
Q4 		$335K Buy
+34,500
New +$338K 0.08% 315
2015
Q2 		– Sell
-11,000
Closed -$104K – 231
2015
Q1 		$104K Hold
11,000
– – 0.07% 216
2014
Q4 		$103K Buy
+11,000
New +$102K 0.06% 231

Other funds holding CXH

SCM
Saba Capital Management New York $3.62B AUM 13% 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
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koshinski Asset Management's CXH Position: Q4 2022 in Review

Koshinski Asset Management sold out of MFS Investment Grade Municipal Trust (CXH) in Q4 2022, closing a stake of 22,170 shares — an estimated $149K sold.

Koshinski Asset Management first reported a position in CXH in Q4 2014 and held it in 21 quarters. The position peaked at $1.02M in Q3 2018. 39 funds tracked by Wall St. Rank hold CXH as of Q4 2022.

  • Koshinski Asset Management reported no remaining MFS Investment Grade Municipal Trust position as of Q4 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 22,170 MFS Investment Grade Municipal Trust shares in Q4 2022, an estimated $149K.
  • Koshinski Asset Management first reported a position in MFS Investment Grade Municipal Trust in Q4 2014 and held it in 21 quarters.
  • Koshinski Asset Management's MFS Investment Grade Municipal Trust position peaked at $1.02M in Q3 2018.
  • 39 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q4 2022.

Based on Koshinski Asset Management's 13F filing for Q4 2022, filed 24 Jan 2023.