LCM
CXH

Landscape Capital Management’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Landscape Capital 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
2024
Q3 		– Sell
-10,143
Closed -$80.1K – 698
2024
Q2 		$80.1K Sell
10,143
-11,503
-53% -$86.8K 0.01% 651
2024
Q1 		$165K Buy
21,646
+1,054
+5% +$7.96K 0.01% 638
2023
Q4 		$156K Buy
+20,592
New +$146K 0.01% 732
2021
Q1 		– Sell
-10,258
Closed -$101K – 445
2020
Q4 		$101K Buy
+10,258
New +$97.1K 0.02% 357
2019
Q3 		– Sell
-14,905
Closed -$143K – 681
2019
Q2 		$143K Sell
14,905
-3,000
-17% -$28.4K 0.01% 617
2019
Q1 		$168K Sell
17,905
-16,074
-47% -$150K 0.02% 631
2018
Q4 		$298K Buy
33,979
+10,721
+46% +$93.8K 0.02% 647
2018
Q3 		$209K Buy
23,258
+2,658
+13% +$24.4K 0.02% 639
2018
Q2 		$191K Buy
+20,600
New +$192K 0.02% 472
2017
Q1 		– Sell
-10,745
Closed -$101K – 544
2016
Q4 		$101K Buy
+10,745
New +$104K 0.01% 533
2015
Q3 		– Sell
-18,335
Closed -$171K – 654
2015
Q2 		$171K Buy
18,335
+1,045
+6% +$9.68K 0.03% 619
2015
Q1 		$163K Buy
17,290
+557
+3% +$5.27K 0.04% 460
2014
Q4 		$157K Sell
16,733
-1,184
-7% -$11K 0.08% 458
2014
Q3 		$164K Buy
17,917
+5,531
+45% +$50.7K 0.11% 285
2014
Q2 		$115K Buy
+12,386
New +$114K 0.08% 300

Other funds holding CXH

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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Landscape Capital Management's CXH Position: Q3 2024 in Review

Landscape Capital Management sold out of MFS Investment Grade Municipal Trust (CXH) in Q3 2024, closing a stake of 10,143 shares — an estimated $80.1K sold.

Landscape Capital Management first reported a position in CXH in Q2 2014 and held it in 15 quarters. The position peaked at $298K in Q4 2018. 33 funds tracked by Wall St. Rank hold CXH as of Q3 2024.

  • Landscape Capital Management reported no remaining MFS Investment Grade Municipal Trust position as of Q3 2024 after selling out during the quarter.
  • Landscape Capital Management sold 10,143 MFS Investment Grade Municipal Trust shares in Q3 2024, an estimated $80.1K.
  • Landscape Capital Management first reported a position in MFS Investment Grade Municipal Trust in Q2 2014 and held it in 15 quarters.
  • Landscape Capital Management's MFS Investment Grade Municipal Trust position peaked at $298K in Q4 2018.
  • 33 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q3 2024.

Based on Landscape Capital Management's 13F filing for Q3 2024, filed 8 Nov 2024.