SWM
CXH

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

Sugarloaf 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
2022
Q4 		– Sell
-437
Closed -$3K – 806
2022
Q3 		$3K Hold
437
– – ﹤0.01% 666
2022
Q2 		$3K Hold
437
– – ﹤0.01% 655
2022
Q1 		$4K Hold
437
– – ﹤0.01% 584
2021
Q4 		$5K Hold
437
– – ﹤0.01% 589
2021
Q3 		$4K Hold
437
– – ﹤0.01% 625
2021
Q2 		$4K Hold
437
– – ﹤0.01% 615
2021
Q1 		$4 Hold
437
– – ﹤0.01% 603
2020
Q4 		$4K Hold
437
– – ﹤0.01% 569
2020
Q3 		$4K Hold
437
– – ﹤0.01% 538
2020
Q2 		$4K Hold
437
– – ﹤0.01% 540
2020
Q1 		$4K Hold
437
– – ﹤0.01% 532
2019
Q4 		$4K Buy
+437
New +$4.29K ﹤0.01% 564

Other funds holding CXH

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sugarloaf Wealth Management's CXH Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of MFS Investment Grade Municipal Trust (CXH) in Q4 2022, closing a stake of 437 shares — an estimated $3K sold.

Sugarloaf Wealth Management first reported a position in CXH in Q4 2019 and held it in 12 quarters. The position peaked at $5K in Q4 2021. 39 funds tracked by Wall St. Rank hold CXH as of Q4 2022.

  • Sugarloaf Wealth Management reported no remaining MFS Investment Grade Municipal Trust position as of Q4 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 437 MFS Investment Grade Municipal Trust shares in Q4 2022, an estimated $3K.
  • Sugarloaf Wealth Management first reported a position in MFS Investment Grade Municipal Trust in Q4 2019 and held it in 12 quarters.
  • Sugarloaf Wealth Management's MFS Investment Grade Municipal Trust position peaked at $5K in Q4 2021.
  • 39 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.