PSI
CXH

Pinnacle Summer Investments’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Pinnacle Summer Investments’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
2015
Q4 		$1K Hold
120
– – ﹤0.01% 725
2015
Q3 		$1K Hold
120
– – ﹤0.01% 941
2015
Q2 		$1K Hold
120
– – ﹤0.01% 703
2015
Q1 		$1K Hold
120
– – ﹤0.01% 963
2014
Q4 		$1K Hold
120
– – ﹤0.01% 979
2014
Q3 		$1K Buy
+120
New +$1.1K ﹤0.01% 1018

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
YP
Yellowstone Partners Idaho Falls, Idaho $177M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Pinnacle Summer Investments's CXH Position: Q4 2015 in Review

Pinnacle Summer Investments held its MFS Investment Grade Municipal Trust (CXH) position steady in Q4 2015 at 120 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Pinnacle Summer Investments first reported a position in CXH in Q3 2014 and has held it in 6 quarters since. 27 funds tracked by Wall St. Rank hold CXH as of Q4 2015.

  • Pinnacle Summer Investments held 120 shares of MFS Investment Grade Municipal Trust worth $1K as of Q4 2015.
  • Pinnacle Summer Investments left its MFS Investment Grade Municipal Trust share count unchanged in Q4 2015.
  • MFS Investment Grade Municipal Trust made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #725 holding.
  • Pinnacle Summer Investments first reported a position in MFS Investment Grade Municipal Trust in Q3 2014 and has held it in 6 quarters since.
  • 27 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.