TrustCore Financial Services’s MFS Investment Grade Municipal Trust CXH Stock Holding History

TrustCore Financial Services’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
2020 Q2	–	Sell	-2,071	Closed	-$19K	–	882
2020 Q1	$19K	Hold	2,071	–	–	﹤0.01%	486
2019 Q4	$20K	Hold	2,071	–	–	﹤0.01%	515
2019 Q3	$21K	Hold	2,071	–	–	﹤0.01%	499
2019 Q2	$20K	Hold	2,071	–	–	﹤0.01%	503
2019 Q1	$19K	Hold	2,071	–	–	0.01%	439
2018 Q4	$18K	Hold	2,071	–	–	0.01%	230
2018 Q3	$19K	Hold	2,071	–	–	0.01%	457
2018 Q2	$19K	Hold	2,071	–	–	0.01%	447
2018 Q1	$19K	Hold	2,071	–	–	0.01%	413
2017 Q4	$20K	Buy	+2,071	New	+$20.3K	0.01%	400

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

TrustCore Financial Services's CXH Position: Q2 2020 in Review

TrustCore Financial Services sold out of MFS Investment Grade Municipal Trust (CXH) in Q2 2020, closing a stake of 2,071 shares — an estimated $19K sold.

TrustCore Financial Services first reported a position in CXH in Q4 2017 and held it in 10 quarters. The position peaked at $21K in Q3 2019. 31 funds tracked by Wall St. Rank hold CXH as of Q2 2020.

TrustCore Financial Services reported no remaining MFS Investment Grade Municipal Trust position as of Q2 2020 after selling out during the quarter.
TrustCore Financial Services sold 2,071 MFS Investment Grade Municipal Trust shares in Q2 2020, an estimated $19K.
TrustCore Financial Services first reported a position in MFS Investment Grade Municipal Trust in Q4 2017 and held it in 10 quarters.
TrustCore Financial Services's MFS Investment Grade Municipal Trust position peaked at $21K in Q3 2019.
31 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q2 2020.

Based on TrustCore Financial Services's 13F filing for Q2 2020, filed 29 Jul 2020.