QWM
CXH

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

QP 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
Q4 		– Sell
-14,725
Closed -$100K – 71
2022
Q3 		$100K Sell
14,725
-20,000
-58% -$153K 0.14% 62
2022
Q2 		$263K Sell
34,725
-6,000
-15% -$46.7K 0.36% 57
2022
Q1 		$348K Buy
40,725
+1,500
+4% +$13.7K 0.39% 47
2021
Q4 		$404K Buy
39,225
+2,500
+7% +$24.7K 0.43% 49
2021
Q3 		$367K Buy
36,725
+400
+1% +$4.15K 0.39% 49
2021
Q2 		$373K Buy
36,325
+6,675
+23% +$67.1K 0.38% 48
2021
Q1 		$291K Buy
29,650
+6,592
+29% +$64.6K 0.32% 51
2020
Q4 		$226K Sell
23,058
-2,797
-11% -$26.5K 0.25% 58
2020
Q3 		$243K Buy
25,855
+1,503
+6% +$14.5K 0.31% 52
2020
Q2 		$230K Buy
24,352
+2
+0% +$18 0.32% 50
2020
Q1 		$217K Buy
24,350
+3,350
+16% +$32.5K 0.31% 54
2019
Q4 		$211K Buy
+21,000
New +$206K 0.26% 79

Other funds holding CXH

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 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
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

QP Wealth Management's CXH Position: Q4 2022 in Review

QP Wealth Management sold out of MFS Investment Grade Municipal Trust (CXH) in Q4 2022, closing a stake of 14,725 shares — an estimated $100K sold.

QP Wealth Management first reported a position in CXH in Q4 2019 and held it in 12 quarters. The position peaked at $404K in Q4 2021. 39 funds tracked by Wall St. Rank hold CXH as of Q4 2022.

  • QP Wealth Management reported no remaining MFS Investment Grade Municipal Trust position as of Q4 2022 after selling out during the quarter.
  • QP Wealth Management sold 14,725 MFS Investment Grade Municipal Trust shares in Q4 2022, an estimated $100K.
  • QP Wealth Management first reported a position in MFS Investment Grade Municipal Trust in Q4 2019 and held it in 12 quarters.
  • QP Wealth Management's MFS Investment Grade Municipal Trust position peaked at $404K in Q4 2021.
  • 39 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q4 2022.

Based on QP Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.