NSIM
CXH

North Star Investment Management’s MFS Investment Grade Municipal Trust CXH Stock Holding History

North Star Investment 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
2017
Q4 		– Sell
-500
Closed -$5K – 1072
2017
Q3 		$5K Hold
500
– – ﹤0.01% 935
2017
Q2 		$5K Hold
500
– – ﹤0.01% 925
2017
Q1 		$5K Hold
500
– – ﹤0.01% 887
2016
Q4 		$5K Buy
+500
New +$4.86K ﹤0.01% 829

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

North Star Investment Management's CXH Position: Q4 2017 in Review

North Star Investment Management sold out of MFS Investment Grade Municipal Trust (CXH) in Q4 2017, closing a stake of 500 shares — an estimated $5K sold.

North Star Investment Management first reported a position in CXH in Q4 2016 and held it in 4 quarters. The position peaked at $5K in Q3 2017. 29 funds tracked by Wall St. Rank hold CXH as of Q4 2017.

  • North Star Investment Management reported no remaining MFS Investment Grade Municipal Trust position as of Q4 2017 after selling out during the quarter.
  • North Star Investment Management sold 500 MFS Investment Grade Municipal Trust shares in Q4 2017, an estimated $5K.
  • North Star Investment Management first reported a position in MFS Investment Grade Municipal Trust in Q4 2016 and held it in 4 quarters.
  • North Star Investment Management's MFS Investment Grade Municipal Trust position peaked at $5K in Q3 2017.
  • 29 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q4 2017.

Based on North Star Investment Management's 13F filing for Q4 2017, filed 11 Jan 2018.