SIA
CXH

Sit Investment Associates’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Sit Investment Associates’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
2026
Q1 		– Sell
-110,998
Closed -$882K – 511
2025
Q4 		$882K Sell
110,998
-278,424
-71% -$2.21M 0.02% 385
2025
Q3 		$3.06M Sell
389,422
-297,372
-43% -$2.26M 0.06% 265
2025
Q2 		$5.25M Buy
686,794
+114,105
+20% +$871K 0.11% 195
2025
Q1 		$4.54M Buy
572,689
+12,143
+2% +$97.5K 0.11% 204
2024
Q4 		$4.48M Buy
560,546
+187,786
+50% +$1.53M 0.1% 216
2024
Q3 		$3.06M Buy
372,760
+213,074
+133% +$1.72M 0.07% 262
2024
Q2 		$1.26M Buy
+159,686
New +$1.2M 0.03% 347
2020
Q2 		– Sell
-3,967
Closed -$36K – 530
2020
Q1 		$36K Sell
3,967
-19,227
-83% -$187K ﹤0.01% 516
2019
Q4 		$227K Sell
23,194
-1,870
-7% -$18.3K 0.01% 433
2019
Q3 		$249K Sell
25,064
-10,000
-29% -$98.5K 0.01% 427
2019
Q2 		$336K Hold
35,064
– – 0.01% 411
2019
Q1 		$329K Hold
35,064
– – 0.01% 419
2018
Q4 		$308K Hold
35,064
– – 0.01% 423
2018
Q3 		$315K Hold
35,064
– – 0.01% 416
2018
Q2 		$324K Sell
35,064
-14,176
-29% -$132K 0.01% 453
2018
Q1 		$462K Buy
+49,240
New +$468K 0.01% 421
2017
Q4 		– Sell
-8,203
Closed -$82K – 635
2017
Q3 		$82K Sell
8,203
-102,089
-93% -$1.04M ﹤0.01% 499
2017
Q2 		$1.12M Buy
+110,292
New +$1.1M 0.03% 341
2016
Q3 		– Sell
-82,149
Closed -$869K – 453
2016
Q2 		$869K Buy
82,149
+24,005
+41% +$249K 0.02% 319
2016
Q1 		$591K Buy
+58,144
New +$582K 0.01% 354

Other funds holding CXH

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sit Investment Associates's CXH Position: Q1 2026 in Review

Sit Investment Associates sold out of MFS Investment Grade Municipal Trust (CXH) in Q1 2026, closing a stake of 110,998 shares — an estimated $882K sold.

Sit Investment Associates first reported a position in CXH in Q1 2016 and held it in 20 quarters. The position peaked at $5.25M in Q2 2025. 33 funds tracked by Wall St. Rank hold CXH as of Q1 2026.

  • Sit Investment Associates reported no remaining MFS Investment Grade Municipal Trust position as of Q1 2026 after selling out during the quarter.
  • Sit Investment Associates sold 110,998 MFS Investment Grade Municipal Trust shares in Q1 2026, an estimated $882K.
  • Sit Investment Associates first reported a position in MFS Investment Grade Municipal Trust in Q1 2016 and held it in 20 quarters.
  • Sit Investment Associates's MFS Investment Grade Municipal Trust position peaked at $5.25M in Q2 2025.
  • 33 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q1 2026.

Based on Sit Investment Associates's 13F filing for Q1 2026, filed 13 May 2026.