Sutton Wealth Advisors’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Sutton Wealth Advisors’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 Q1	–	Sell	-6	Closed	-$62	–	1649
2021 Q4	$62	Hold	6	–	–	﹤0.01%	1664
2021 Q3	$60	Hold	6	–	–	﹤0.01%	1311
2021 Q2	$62	Hold	6	–	–	﹤0.01%	1282
2021 Q1	$59	Hold	6	–	–	﹤0.01%	1250
2020 Q4	$59	Hold	6	–	–	﹤0.01%	1228
2020 Q3	$56	Hold	6	–	–	﹤0.01%	1213
2020 Q2	$57	Hold	6	–	–	﹤0.01%	1196
2020 Q1	$55	Hold	6	–	–	﹤0.01%	1194
2019 Q4	$59	Hold	6	–	–	﹤0.01%	1164
2019 Q3	$60	Hold	6	–	–	﹤0.01%	1173
2019 Q2	$57	Hold	6	–	–	﹤0.01%	1159
2019 Q1	$56	Hold	6	–	–	﹤0.01%	1167
2018 Q4	$53	Hold	6	–	–	﹤0.01%	1127
2018 Q3	$54	Hold	6	–	–	﹤0.01%	1125
2018 Q2	$56	Hold	6	–	–	﹤0.01%	1123
2018 Q1	$56	Hold	6	–	–	﹤0.01%	1121
2017 Q4	$58	Hold	6	–	–	﹤0.01%	1076
2017 Q3	$60	Hold	6	–	–	﹤0.01%	1073
2017 Q2	$61	Hold	6	–	–	﹤0.01%	1080
2017 Q1	$58	Hold	6	–	–	﹤0.01%	1060
2016 Q4	$56	Hold	6	–	–	﹤0.01%	1054
2016 Q3	$62	Hold	6	–	–	﹤0.01%	1043
2016 Q2	$63	Hold	6	–	–	﹤0.01%	1021
2016 Q1	$61	Buy	+6	New	+$60	﹤0.01%	1011

Other funds holding CXH

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sutton Wealth Advisors's CXH Position: Q1 2022 in Review

Sutton Wealth Advisors sold out of MFS Investment Grade Municipal Trust (CXH) in Q1 2022, closing a stake of 6 shares — an estimated $62 sold.

Sutton Wealth Advisors first reported a position in CXH in Q1 2016 and held it in 24 quarters. The position peaked at $63 in Q2 2016. 43 funds tracked by Wall St. Rank hold CXH as of Q1 2022.

Sutton Wealth Advisors reported no remaining MFS Investment Grade Municipal Trust position as of Q1 2022 after selling out during the quarter.
Sutton Wealth Advisors sold 6 MFS Investment Grade Municipal Trust shares in Q1 2022, an estimated $62.
Sutton Wealth Advisors first reported a position in MFS Investment Grade Municipal Trust in Q1 2016 and held it in 24 quarters.
Sutton Wealth Advisors's MFS Investment Grade Municipal Trust position peaked at $63 in Q2 2016.
43 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q1 2022.

Based on Sutton Wealth Advisors's 13F filing for Q1 2022, filed 7 Nov 2023.