Live Your Vision’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Live Your Vision’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
2019 Q1	$9K	Hold	1,000	–	–	﹤0.01%	203
2018 Q4	$9K	Hold	1,000	–	–	﹤0.01%	182
2018 Q3	$9K	Hold	1,000	–	–	﹤0.01%	190
2018 Q2	$9K	Hold	1,000	–	–	﹤0.01%	231
2018 Q1	$9K	Hold	1,000	–	–	﹤0.01%	180
2017 Q4	$9K	Hold	1,000	–	–	﹤0.01%	179
2017 Q3	$10K	Hold	1,000	–	–	﹤0.01%	175
2017 Q2	$10K	Hold	1,000	–	–	﹤0.01%	181
2017 Q1	$10K	Hold	1,000	–	–	﹤0.01%	191
2016 Q4	$9K	Hold	1,000	–	–	﹤0.01%	188
2016 Q3	$10K	Buy	+1,000	New	+$10.5K	﹤0.01%	174
2015 Q4	–	Sell	-1,000	Closed	-$10K	–	119
2015 Q3	$10K	Buy	+1,000	New	+$9.61K	﹤0.01%	182

Other funds holding CXH

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

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

Live Your Vision's CXH Position: Q1 2019 in Review

Live Your Vision held its MFS Investment Grade Municipal Trust (CXH) position steady in Q1 2019 at 1,000 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #203.

Live Your Vision first reported a position in CXH in Q3 2015 and has held it in 12 quarters since. The position peaked at $10K in Q3 2017. 33 funds tracked by Wall St. Rank hold CXH as of Q1 2019.

Live Your Vision held 1,000 shares of MFS Investment Grade Municipal Trust worth $9K as of Q1 2019.
Live Your Vision left its MFS Investment Grade Municipal Trust share count unchanged in Q1 2019.
MFS Investment Grade Municipal Trust made up ﹤0.01% of Live Your Vision's portfolio in Q1 2019, its #203 holding.
Live Your Vision first reported a position in MFS Investment Grade Municipal Trust in Q3 2015 and has held it in 12 quarters since.
Live Your Vision's MFS Investment Grade Municipal Trust position peaked at $10K in Q3 2017.
33 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.