US Bancorp
CXH

US Bancorp’s MFS Investment Grade Municipal Trust CXH Stock Holding History

US Bancorp’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
2021
Q4 		– Sell
-2,000
Closed -$20K – 4117
2021
Q3 		$20K Hold
2,000
– – ﹤0.01% 3129
2021
Q2 		$21K Buy
+2,000
New +$20.1K ﹤0.01% 3109
2015
Q4 		– Sell
-4,070
Closed -$40K – 3618
2015
Q3 		$40K Buy
+4,070
New +$39.1K ﹤0.01% 2567
2014
Q1 		– Sell
-1,700
Closed -$15K – 3479
2013
Q4 		$15K Buy
+1,700
New +$14.5K ﹤0.01% 2863

Other funds holding CXH

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

US Bancorp's CXH Position: Q4 2021 in Review

US Bancorp sold out of MFS Investment Grade Municipal Trust (CXH) in Q4 2021, closing a stake of 2,000 shares — an estimated $20K sold.

US Bancorp first reported a position in CXH in Q4 2013 and held it in 4 quarters. The position peaked at $40K in Q3 2015. 40 funds tracked by Wall St. Rank hold CXH as of Q4 2021.

  • US Bancorp reported no remaining MFS Investment Grade Municipal Trust position as of Q4 2021 after selling out during the quarter.
  • US Bancorp sold 2,000 MFS Investment Grade Municipal Trust shares in Q4 2021, an estimated $20K.
  • US Bancorp first reported a position in MFS Investment Grade Municipal Trust in Q4 2013 and held it in 4 quarters.
  • US Bancorp's MFS Investment Grade Municipal Trust position peaked at $40K in Q3 2015.
  • 40 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q4 2021.

Based on US Bancorp's 13F filing for Q4 2021, filed 11 Feb 2022.