MFS
CXH

MSI Financial Services’s MFS Investment Grade Municipal Trust CXH Stock Holding History

MSI Financial Services’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
2016
Q4 		$1K Hold
100
– – ﹤0.01% 3638
2016
Q3 		$1K Hold
100
– – ﹤0.01% 3661
2016
Q2 		$1K Buy
+100
New +$1.04K ﹤0.01% 3680

Other funds holding CXH

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MSI Financial Services's CXH Position: Q4 2016 in Review

MSI Financial Services held its MFS Investment Grade Municipal Trust (CXH) position steady in Q4 2016 at 100 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #3638.

MSI Financial Services first reported a position in CXH in Q2 2016 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold CXH as of Q4 2016.

  • MSI Financial Services held 100 shares of MFS Investment Grade Municipal Trust worth $1K as of Q4 2016.
  • MSI Financial Services left its MFS Investment Grade Municipal Trust share count unchanged in Q4 2016.
  • MFS Investment Grade Municipal Trust made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3638 holding.
  • MSI Financial Services first reported a position in MFS Investment Grade Municipal Trust in Q2 2016 and has held it in 3 quarters since.
  • 33 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.