TWA
CXH

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

TCI 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
2017
Q1 		– Sell
-7,000
Closed -$66K – 1305
2016
Q4 		$66K Buy
+7,000
New +$68K 0.03% 286

Other funds holding CXH

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TCI Wealth Advisors's CXH Position: Q1 2017 in Review

TCI Wealth Advisors sold out of MFS Investment Grade Municipal Trust (CXH) in Q1 2017, closing a stake of 7,000 shares — an estimated $66K sold.

TCI Wealth Advisors first reported a position in CXH in Q4 2016 and held it in 1 quarter. The position peaked at $66K in Q4 2016. 29 funds tracked by Wall St. Rank hold CXH as of Q1 2017.

  • TCI Wealth Advisors reported no remaining MFS Investment Grade Municipal Trust position as of Q1 2017 after selling out during the quarter.
  • TCI Wealth Advisors sold 7,000 MFS Investment Grade Municipal Trust shares in Q1 2017, an estimated $66K.
  • TCI Wealth Advisors first reported a position in MFS Investment Grade Municipal Trust in Q4 2016 and held it in 1 quarter.
  • TCI Wealth Advisors's MFS Investment Grade Municipal Trust position peaked at $66K in Q4 2016.
  • 29 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q1 2017.

Based on TCI Wealth Advisors's 13F filing for Q1 2017, filed 4 May 2017.