Wealthcare Advisory Partners’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-13,154	Closed	-$112K	–	576
2022 Q1	$112K	Hold	13,154	–	–	0.01%	532
2021 Q4	$136K	Hold	13,154	–	–	0.01%	561
2021 Q3	$132K	Hold	13,154	–	–	0.01%	533
2021 Q2	$135K	Hold	13,154	–	–	0.01%	537
2021 Q1	$129K	Hold	13,154	–	–	0.01%	592
2020 Q4	$129K	Hold	13,154	–	–	0.01%	415
2020 Q3	$124K	Hold	13,154	–	–	0.01%	348
2020 Q2	$124K	Hold	13,154	–	–	0.02%	308
2020 Q1	$121K	Hold	13,154	–	–	0.02%	340
2019 Q4	$128K	Hold	13,154	–	–	0.02%	356
2019 Q3	$131K	Hold	13,154	–	–	0.02%	334
2019 Q2	$126K	Hold	13,154	–	–	0.02%	339
2019 Q1	$124K	Hold	13,154	–	–	0.02%	303
2018 Q4	$115K	Sell	13,154 -1,958	-13%	-$17.1K	0.02%	285
2018 Q3	$136K	Hold	15,112	–	–	0.03%	278
2018 Q2	$139K	Hold	15,112	–	–	0.03%	272
2018 Q1	$142K	Hold	15,112	–	–	0.03%	230
2017 Q4	$147K	Hold	15,112	–	–	0.04%	211
2017 Q3	$151K	Buy	+15,112	New	+$153K	0.04%	168

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

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

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

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

ACA

Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return

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

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

Wealthcare Advisory Partners's CXH Position: Q2 2022 in Review

Wealthcare Advisory Partners sold out of MFS Investment Grade Municipal Trust (CXH) in Q2 2022, closing a stake of 13,154 shares — an estimated $112K sold.

Wealthcare Advisory Partners first reported a position in CXH in Q3 2017 and held it in 19 quarters. The position peaked at $151K in Q3 2017. 43 funds tracked by Wall St. Rank hold CXH as of Q2 2022.

Wealthcare Advisory Partners reported no remaining MFS Investment Grade Municipal Trust position as of Q2 2022 after selling out during the quarter.
Wealthcare Advisory Partners sold 13,154 MFS Investment Grade Municipal Trust shares in Q2 2022, an estimated $112K.
Wealthcare Advisory Partners first reported a position in MFS Investment Grade Municipal Trust in Q3 2017 and held it in 19 quarters.
Wealthcare Advisory Partners's MFS Investment Grade Municipal Trust position peaked at $151K in Q3 2017.
43 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q2 2022.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2022, filed 15 Aug 2022.