MCM
CXH

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

MV 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
2022
Q3 		– Sell
-1,007
Closed -$8K – 680
2022
Q2 		$8K Hold
1,007
– – ﹤0.01% 477
2022
Q1 		$9K Hold
1,007
– – ﹤0.01% 490
2021
Q4 		$10K Hold
1,007
– – ﹤0.01% 457
2021
Q3 		$10K Hold
1,007
– – ﹤0.01% 418
2021
Q2 		$10K Buy
+1,007
New +$10.1K ﹤0.01% 359

Other funds holding CXH

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
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
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

MV Capital Management's CXH Position: Q3 2022 in Review

MV Capital Management sold out of MFS Investment Grade Municipal Trust (CXH) in Q3 2022, closing a stake of 1,007 shares — an estimated $8K sold.

MV Capital Management first reported a position in CXH in Q2 2021 and held it in 5 quarters. The position peaked at $10K in Q4 2021. 39 funds tracked by Wall St. Rank hold CXH as of Q3 2022.

  • MV Capital Management reported no remaining MFS Investment Grade Municipal Trust position as of Q3 2022 after selling out during the quarter.
  • MV Capital Management sold 1,007 MFS Investment Grade Municipal Trust shares in Q3 2022, an estimated $8K.
  • MV Capital Management first reported a position in MFS Investment Grade Municipal Trust in Q2 2021 and held it in 5 quarters.
  • MV Capital Management's MFS Investment Grade Municipal Trust position peaked at $10K in Q4 2021.
  • 39 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q3 2022.

Based on MV Capital Management's 13F filing for Q3 2022, filed 24 Oct 2022.