MAFM
CXH

Mid Atlantic Financial Management’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Mid Atlantic Financial 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
2019
Q3 		– Sell
-12,800
Closed -$122K – 715
2019
Q2 		$122K Sell
12,800
-1,300
-9% -$12.3K 0.01% 683
2019
Q1 		$132K Hold
14,100
– – 0.01% 664
2018
Q4 		$124K Buy
+14,100
New +$123K 0.02% 639

Other funds holding CXH

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Mid Atlantic Financial Management's CXH Position: Q3 2019 in Review

Mid Atlantic Financial Management sold out of MFS Investment Grade Municipal Trust (CXH) in Q3 2019, closing a stake of 12,800 shares — an estimated $122K sold.

Mid Atlantic Financial Management first reported a position in CXH in Q4 2018 and held it in 3 quarters. The position peaked at $132K in Q1 2019. 32 funds tracked by Wall St. Rank hold CXH as of Q3 2019.

  • Mid Atlantic Financial Management reported no remaining MFS Investment Grade Municipal Trust position as of Q3 2019 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 12,800 MFS Investment Grade Municipal Trust shares in Q3 2019, an estimated $122K.
  • Mid Atlantic Financial Management first reported a position in MFS Investment Grade Municipal Trust in Q4 2018 and held it in 3 quarters.
  • Mid Atlantic Financial Management's MFS Investment Grade Municipal Trust position peaked at $132K in Q1 2019.
  • 32 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q3 2019.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2019, filed 7 Nov 2019.