SWM
CXH

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

SeaCrest 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
2018
Q1 		– Sell
-2,500
Closed -$24K – 2208
2017
Q4 		$24K Buy
+2,500
New +$24.5K ﹤0.01% 1264

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
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SeaCrest Wealth Management's CXH Position: Q1 2018 in Review

SeaCrest Wealth Management sold out of MFS Investment Grade Municipal Trust (CXH) in Q1 2018, closing a stake of 2,500 shares — an estimated $24K sold.

SeaCrest Wealth Management first reported a position in CXH in Q4 2017 and held it in 1 quarter. The position peaked at $24K in Q4 2017. 29 funds tracked by Wall St. Rank hold CXH as of Q1 2018.

  • SeaCrest Wealth Management reported no remaining MFS Investment Grade Municipal Trust position as of Q1 2018 after selling out during the quarter.
  • SeaCrest Wealth Management sold 2,500 MFS Investment Grade Municipal Trust shares in Q1 2018, an estimated $24K.
  • SeaCrest Wealth Management first reported a position in MFS Investment Grade Municipal Trust in Q4 2017 and held it in 1 quarter.
  • SeaCrest Wealth Management's MFS Investment Grade Municipal Trust position peaked at $24K in Q4 2017.
  • 29 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q1 2018.

Based on SeaCrest Wealth Management's 13F filing for Q1 2018, filed 20 Apr 2018.