SHJ
CXH

Sharkey, Howes & Javer’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Sharkey, Howes & Javer’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
2015
Q2 		– Sell
-750
Closed -$7K – 199
2015
Q1 		$7K Buy
+750
New +$7.1K ﹤0.01% 186

Other funds holding CXH

AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Sharkey, Howes & Javer's CXH Position: Q2 2015 in Review

Sharkey, Howes & Javer sold out of MFS Investment Grade Municipal Trust (CXH) in Q2 2015, closing a stake of 750 shares — an estimated $7K sold.

Sharkey, Howes & Javer first reported a position in CXH in Q1 2015 and held it in 1 quarter. The position peaked at $7K in Q1 2015. 30 funds tracked by Wall St. Rank hold CXH as of Q2 2015.

  • Sharkey, Howes & Javer reported no remaining MFS Investment Grade Municipal Trust position as of Q2 2015 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 750 MFS Investment Grade Municipal Trust shares in Q2 2015, an estimated $7K.
  • Sharkey, Howes & Javer first reported a position in MFS Investment Grade Municipal Trust in Q1 2015 and held it in 1 quarter.
  • Sharkey, Howes & Javer's MFS Investment Grade Municipal Trust position peaked at $7K in Q1 2015.
  • 30 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q2 2015.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2015, filed 5 Aug 2015.