Royal Bank of Canada
CXH

Royal Bank of Canada’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Royal Bank of Canada’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
2025
Q3 		– Sell
-1,100
Closed -$8K – 7195
2025
Q2 		$8K Hold
1,100
– – ﹤0.01% 6528
2025
Q1 		$9K Hold
1,100
– – ﹤0.01% 6186
2024
Q4 		$9K Hold
1,100
– – ﹤0.01% 6368
2024
Q3 		$9K Sell
1,100
-250
-19% -$2.02K ﹤0.01% 6356
2024
Q2 		$11K Hold
1,350
– – ﹤0.01% 6296
2024
Q1 		$10K Hold
1,350
– – ﹤0.01% 6194
2023
Q4 		$10K Hold
1,350
– – ﹤0.01% 6488
2023
Q3 		$10K Hold
1,350
– – ﹤0.01% 6407
2023
Q2 		$10K Hold
1,350
– – ﹤0.01% 6467
2023
Q1 		$10K Buy
1,350
+250
+23% +$1.83K ﹤0.01% 6305
2022
Q4 		$8K Hold
1,100
– – ﹤0.01% 6604
2022
Q3 		$7K Hold
1,100
– – ﹤0.01% 6581
2022
Q2 		$8K Hold
1,100
– – ﹤0.01% 6456
2022
Q1 		$9K Hold
1,100
– – ﹤0.01% 6987
2021
Q4 		$11K Hold
1,100
– – ﹤0.01% 7022
2021
Q3 		$11K Sell
1,100
-5,325
-83% -$55.2K ﹤0.01% 6928
2021
Q2 		$66K Hold
6,425
– – ﹤0.01% 5852
2021
Q1 		$63K Hold
6,425
– – ﹤0.01% 5746
2020
Q4 		$63K Sell
6,425
-500
-7% -$4.73K ﹤0.01% 5570
2020
Q3 		$65K Hold
6,925
– – ﹤0.01% 5216
2020
Q2 		$65K Hold
6,925
– – ﹤0.01% 5101
2020
Q1 		$64K Hold
6,925
– – ﹤0.01% 5037
2019
Q4 		$68K Hold
6,925
– – ﹤0.01% 5289
2019
Q3 		$69K Buy
6,925
+1,600
+30% +$15.8K ﹤0.01% 4986
2019
Q2 		$51K Hold
5,325
– – ﹤0.01% 5257
2019
Q1 		$50K Hold
5,325
– – ﹤0.01% 5156
2018
Q4 		$47K Sell
5,325
-2,143
-29% -$18.8K ﹤0.01% 5137
2018
Q3 		$67K Hold
7,468
– – ﹤0.01% 5084
2018
Q2 		$69K Buy
7,468
+2,143
+40% +$20K ﹤0.01% 5005
2018
Q1 		$50K Hold
5,325
– – ﹤0.01% 5051
2017
Q4 		$52K Hold
5,325
– – ﹤0.01% 5154
2017
Q3 		$53K Sell
5,325
-960
-15% -$9.74K ﹤0.01% 5375
2017
Q2 		$64K Buy
6,285
+5,325
+555% +$53.3K ﹤0.01% 4995
2017
Q1 		$9K Hold
960
– – ﹤0.01% 6009
2016
Q4 		$9K Hold
960
– – ﹤0.01% 6117
2016
Q3 		$10K Sell
960
-22,700
-96% -$238K ﹤0.01% 5778
2016
Q2 		$250K Sell
23,660
-2,140
-8% -$22.2K ﹤0.01% 4241
2016
Q1 		$262K Sell
25,800
-16,701
-39% -$167K ﹤0.01% 4175
2015
Q4 		$422K Sell
42,501
-1,500
-3% -$14.6K ﹤0.01% 3935
2015
Q3 		$429K Sell
44,001
-7,200
-14% -$69.2K ﹤0.01% 3670
2015
Q2 		$476K Sell
51,201
-5,530
-10% -$51.2K ﹤0.01% 3644
2015
Q1 		$536K Sell
56,731
-700
-1% -$6.63K ﹤0.01% 3437
2014
Q4 		$538K Buy
57,431
+5,300
+10% +$49.1K ﹤0.01% 3482
2014
Q3 		$476K Buy
52,131
+22,600
+77% +$207K ﹤0.01% 3513
2014
Q2 		$274K Sell
29,531
-3,500
-11% -$32.2K ﹤0.01% 3934
2014
Q1 		$295K Buy
33,031
+6,000
+22% +$53.2K ﹤0.01% 3776
2013
Q4 		$233K Sell
27,031
-571
-2% -$4.86K ﹤0.01% 4043
2013
Q3 		$240K Buy
27,602
+14,672
+113% +$128K ﹤0.01% 3952
2013
Q2 		$121K Buy
+12,930
New +$127K ﹤0.01% 4184

Other funds holding CXH

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 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 0.79% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada's CXH Position: Q3 2025 in Review

Royal Bank of Canada sold out of MFS Investment Grade Municipal Trust (CXH) in Q3 2025, closing a stake of 1,100 shares — an estimated $8K sold.

Royal Bank of Canada first reported a position in CXH in Q2 2013 and held it in 49 quarters. The position peaked at $538K in Q4 2014. 33 funds tracked by Wall St. Rank hold CXH as of Q3 2025.

  • Royal Bank of Canada reported no remaining MFS Investment Grade Municipal Trust position as of Q3 2025 after selling out during the quarter.
  • Royal Bank of Canada sold 1,100 MFS Investment Grade Municipal Trust shares in Q3 2025, an estimated $8K.
  • Royal Bank of Canada first reported a position in MFS Investment Grade Municipal Trust in Q2 2013 and held it in 49 quarters.
  • Royal Bank of Canada's MFS Investment Grade Municipal Trust position peaked at $538K in Q4 2014.
  • 33 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q3 2025.

Based on Royal Bank of Canada's 13F filing for Q3 2025, filed 14 Nov 2025.