OFG
CXH

OTA Financial Group’s MFS Investment Grade Municipal Trust CXH Stock Holding History

OTA Financial Group’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
2013
Q3 		– Sell
-26,276
Closed -$245K – 79
2013
Q2 		$245K Buy
+26,276
New +$258K 0.11% 76

Other funds holding CXH

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

OTA Financial Group's CXH Position: Q3 2013 in Review

OTA Financial Group sold out of MFS Investment Grade Municipal Trust (CXH) in Q3 2013, closing a stake of 26,276 shares — an estimated $245K sold.

OTA Financial Group first reported a position in CXH in Q2 2013 and held it in 1 quarter. The position peaked at $245K in Q2 2013. 31 funds tracked by Wall St. Rank hold CXH as of Q3 2013.

  • OTA Financial Group reported no remaining MFS Investment Grade Municipal Trust position as of Q3 2013 after selling out during the quarter.
  • OTA Financial Group sold 26,276 MFS Investment Grade Municipal Trust shares in Q3 2013, an estimated $245K.
  • OTA Financial Group first reported a position in MFS Investment Grade Municipal Trust in Q2 2013 and held it in 1 quarter.
  • OTA Financial Group's MFS Investment Grade Municipal Trust position peaked at $245K in Q2 2013.
  • 31 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q3 2013.

Based on OTA Financial Group's 13F filing for Q3 2013, filed 12 Nov 2013.