Northern Trust
CXH

Northern Trust’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Northern Trust’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
2020
Q2 		– Sell
-10,000
Closed -$1K – 4269
2020
Q1 		$1K Hold
10,000
– – ﹤0.01% 4210
2019
Q4 		$1K Buy
+10,000
New +$98K ﹤0.01% 4251

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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northern Trust's CXH Position: Q2 2020 in Review

Northern Trust sold out of MFS Investment Grade Municipal Trust (CXH) in Q2 2020, closing a stake of 10,000 shares — an estimated $1K sold.

Northern Trust first reported a position in CXH in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q1 2020. 31 funds tracked by Wall St. Rank hold CXH as of Q2 2020.

  • Northern Trust reported no remaining MFS Investment Grade Municipal Trust position as of Q2 2020 after selling out during the quarter.
  • Northern Trust sold 10,000 MFS Investment Grade Municipal Trust shares in Q2 2020, an estimated $1K.
  • Northern Trust first reported a position in MFS Investment Grade Municipal Trust in Q4 2019 and held it in 2 quarters.
  • Northern Trust's MFS Investment Grade Municipal Trust position peaked at $1K in Q1 2020.
  • 31 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q2 2020.

Based on Northern Trust's 13F filing for Q2 2020, filed 14 Aug 2020.