RBC
CXH

Roble Belko & Company’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Roble Belko & Company’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
2023
Q2 		– Sell
-1,312
Closed -$10K – 298
2023
Q1 		$10K Hold
1,312
– – ﹤0.01% 227
2022
Q4 		$9K Hold
1,312
– – ﹤0.01% 256
2022
Q3 		$9K Hold
1,312
– – ﹤0.01% 248
2022
Q2 		$10K Buy
+1,312
New +$10.2K ﹤0.01% 242

Other funds holding CXH

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 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
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Roble Belko & Company's CXH Position: Q2 2023 in Review

Roble Belko & Company sold out of MFS Investment Grade Municipal Trust (CXH) in Q2 2023, closing a stake of 1,312 shares — an estimated $10K sold.

Roble Belko & Company first reported a position in CXH in Q2 2022 and held it in 4 quarters. The position peaked at $10K in Q1 2023. 35 funds tracked by Wall St. Rank hold CXH as of Q2 2023.

  • Roble Belko & Company reported no remaining MFS Investment Grade Municipal Trust position as of Q2 2023 after selling out during the quarter.
  • Roble Belko & Company sold 1,312 MFS Investment Grade Municipal Trust shares in Q2 2023, an estimated $10K.
  • Roble Belko & Company first reported a position in MFS Investment Grade Municipal Trust in Q2 2022 and held it in 4 quarters.
  • Roble Belko & Company's MFS Investment Grade Municipal Trust position peaked at $10K in Q1 2023.
  • 35 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q2 2023.

Based on Roble Belko & Company's 13F filing for Q2 2023, filed 4 Aug 2023.