Northwestern Mutual Wealth Management
CXH

Northwestern Mutual Wealth Management’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Northwestern Mutual Wealth 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
-3,092
Closed -$23K – 3171
2022
Q2 		$23K Sell
3,092
-8,417
-73% -$65.5K ﹤0.01% 2185
2022
Q1 		$98K Sell
11,509
-3,158
-22% -$28.8K ﹤0.01% 1714
2021
Q4 		$152K Sell
14,667
-10,497
-42% -$104K ﹤0.01% 1547
2021
Q3 		$252K Sell
25,164
-21,409
-46% -$222K ﹤0.01% 1261
2021
Q2 		$479K Buy
46,573
+3,092
+7% +$31.1K ﹤0.01% 1000
2021
Q1 		$427K Hold
43,481
– – ﹤0.01% 976
2020
Q4 		$426K Sell
43,481
-12,299
-22% -$116K ﹤0.01% 883
2020
Q3 		$524K Buy
55,780
+7,429
+15% +$71.7K ﹤0.01% 742
2020
Q2 		$456K Buy
48,351
+11,993
+33% +$109K ﹤0.01% 729
2020
Q1 		$333K Buy
36,358
+29,559
+435% +$287K ﹤0.01% 742
2019
Q4 		$66K Buy
6,799
+2,254
+50% +$22.1K ﹤0.01% 1343
2019
Q3 		$45K Buy
4,545
+1,675
+58% +$16.5K ﹤0.01% 1450
2019
Q2 		$27K Hold
2,870
– – ﹤0.01% 1606
2019
Q1 		$27K Buy
+2,870
New +$26.7K ﹤0.01% 1593
2018
Q3 		– Sell
-148
Closed -$1K – 2490
2018
Q2 		$1K Buy
+148
New +$1.38K ﹤0.01% 2244
2014
Q1 		– Sell
-2,675
Closed -$23K – 1295
2013
Q4 		$23K Buy
+2,675
New +$22.8K ﹤0.01% 752

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

Northwestern Mutual Wealth Management's CXH Position: Q3 2022 in Review

Northwestern Mutual Wealth Management sold out of MFS Investment Grade Municipal Trust (CXH) in Q3 2022, closing a stake of 3,092 shares — an estimated $23K sold.

Northwestern Mutual Wealth Management first reported a position in CXH in Q4 2013 and held it in 16 quarters. The position peaked at $524K in Q3 2020. 39 funds tracked by Wall St. Rank hold CXH as of Q3 2022.

  • Northwestern Mutual Wealth Management reported no remaining MFS Investment Grade Municipal Trust position as of Q3 2022 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 3,092 MFS Investment Grade Municipal Trust shares in Q3 2022, an estimated $23K.
  • Northwestern Mutual Wealth Management first reported a position in MFS Investment Grade Municipal Trust in Q4 2013 and held it in 16 quarters.
  • Northwestern Mutual Wealth Management's MFS Investment Grade Municipal Trust position peaked at $524K in Q3 2020.
  • 39 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q3 2022.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.