OWP
CXH

Obermeyer Wealth Partners’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Obermeyer Wealth Partners’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
Q2 		– Sell
-12,600
Closed -$108K – 214
2022
Q1 		$108K Hold
12,600
– – 0.01% 230
2021
Q4 		$130K Hold
12,600
– – 0.01% 226
2021
Q3 		$126K Buy
+12,600
New +$131K 0.01% 210

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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Obermeyer Wealth Partners's CXH Position: Q2 2022 in Review

Obermeyer Wealth Partners sold out of MFS Investment Grade Municipal Trust (CXH) in Q2 2022, closing a stake of 12,600 shares — an estimated $108K sold.

Obermeyer Wealth Partners first reported a position in CXH in Q3 2021 and held it in 3 quarters. The position peaked at $130K in Q4 2021. 43 funds tracked by Wall St. Rank hold CXH as of Q2 2022.

  • Obermeyer Wealth Partners reported no remaining MFS Investment Grade Municipal Trust position as of Q2 2022 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 12,600 MFS Investment Grade Municipal Trust shares in Q2 2022, an estimated $108K.
  • Obermeyer Wealth Partners first reported a position in MFS Investment Grade Municipal Trust in Q3 2021 and held it in 3 quarters.
  • Obermeyer Wealth Partners's MFS Investment Grade Municipal Trust position peaked at $130K in Q4 2021.
  • 43 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q2 2022.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2022, filed 15 Aug 2022.