ST
CXH

Sentinel Trust’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Sentinel Trust’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
2013
Q4 		– Sell
-19,644
Closed -$171K – 179
2013
Q3 		$171K Buy
19,644
+69
+0.4% +$600 0.05% 178
2013
Q2 		$183K Buy
+19,575
New +$192K 0.06% 182

Other funds holding CXH

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Sentinel Trust's CXH Position: Q4 2013 in Review

Sentinel Trust sold out of MFS Investment Grade Municipal Trust (CXH) in Q4 2013, closing a stake of 19,644 shares — an estimated $171K sold.

Sentinel Trust first reported a position in CXH in Q2 2013 and held it in 2 quarters. The position peaked at $183K in Q2 2013. 33 funds tracked by Wall St. Rank hold CXH as of Q4 2013.

  • Sentinel Trust reported no remaining MFS Investment Grade Municipal Trust position as of Q4 2013 after selling out during the quarter.
  • Sentinel Trust sold 19,644 MFS Investment Grade Municipal Trust shares in Q4 2013, an estimated $171K.
  • Sentinel Trust first reported a position in MFS Investment Grade Municipal Trust in Q2 2013 and held it in 2 quarters.
  • Sentinel Trust's MFS Investment Grade Municipal Trust position peaked at $183K in Q2 2013.
  • 33 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q4 2013.

Based on Sentinel Trust's 13F filing for Q4 2013, filed 5 Feb 2014.