MC
CXH

Moors & Cabot’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Moors & Cabot’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
Q2 		– Sell
-20,000
Closed -$152K – 882
2024
Q1 		$152K Sell
20,000
-40,000
-67% -$302K 0.01% 838
2023
Q4 		$454K Buy
60,000
+5,000
+9% +$35.5K 0.03% 490
2023
Q3 		$389K Hold
55,000
– – 0.03% 512
2023
Q2 		$405K Hold
55,000
– – 0.03% 504
2023
Q1 		$406K Sell
55,000
-37,500
-41% -$275K 0.03% 495
2022
Q4 		$659K Buy
92,500
+62,500
+208% +$435K 0.05% 349
2022
Q3 		$202K Hold
30,000
– – 0.02% 708
2022
Q2 		$227K Buy
30,000
+1,000
+3% +$7.79K 0.02% 664
2022
Q1 		$248K Buy
+29,000
New +$264K 0.02% 701

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
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Moors & Cabot's CXH Position: Q2 2024 in Review

Moors & Cabot sold out of MFS Investment Grade Municipal Trust (CXH) in Q2 2024, closing a stake of 20,000 shares — an estimated $152K sold.

Moors & Cabot first reported a position in CXH in Q1 2022 and held it in 9 quarters. The position peaked at $659K in Q4 2022. 39 funds tracked by Wall St. Rank hold CXH as of Q2 2024.

  • Moors & Cabot reported no remaining MFS Investment Grade Municipal Trust position as of Q2 2024 after selling out during the quarter.
  • Moors & Cabot sold 20,000 MFS Investment Grade Municipal Trust shares in Q2 2024, an estimated $152K.
  • Moors & Cabot first reported a position in MFS Investment Grade Municipal Trust in Q1 2022 and held it in 9 quarters.
  • Moors & Cabot's MFS Investment Grade Municipal Trust position peaked at $659K in Q4 2022.
  • 39 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q2 2024.

Based on Moors & Cabot's 13F filing for Q2 2024, filed 9 Aug 2024.