SOA
CXH

Sea Otter Advisors’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Sea Otter Advisors’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
2024
Q1 		– Sell
-16,475
Closed -$125K – 125
2023
Q4 		$125K Buy
16,475
+14,331
+668% +$102K 0.08% 77
2023
Q3 		$15.2K Buy
+2,144
New +$15.9K 0.01% 155

Other funds holding CXH

AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sea Otter Advisors's CXH Position: Q1 2024 in Review

Sea Otter Advisors sold out of MFS Investment Grade Municipal Trust (CXH) in Q1 2024, closing a stake of 16,475 shares — an estimated $125K sold.

Sea Otter Advisors first reported a position in CXH in Q3 2023 and held it in 2 quarters. The position peaked at $125K in Q4 2023. 38 funds tracked by Wall St. Rank hold CXH as of Q1 2024.

  • Sea Otter Advisors reported no remaining MFS Investment Grade Municipal Trust position as of Q1 2024 after selling out during the quarter.
  • Sea Otter Advisors sold 16,475 MFS Investment Grade Municipal Trust shares in Q1 2024, an estimated $125K.
  • Sea Otter Advisors first reported a position in MFS Investment Grade Municipal Trust in Q3 2023 and held it in 2 quarters.
  • Sea Otter Advisors's MFS Investment Grade Municipal Trust position peaked at $125K in Q4 2023.
  • 38 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q1 2024.

Based on Sea Otter Advisors's 13F filing for Q1 2024, filed 15 May 2024.