Webster Bank’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Webster Bank’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 Q2	–	Sell	-4,500	Closed	-$44K	–	528
2021 Q1	$44K	Hold	4,500	–	–	0.01%	348
2020 Q4	$44K	Hold	4,500	–	–	0.01%	335
2020 Q3	$42K	Hold	4,500	–	–	0.01%	315
2020 Q2	$42K	Hold	4,500	–	–	0.01%	304
2020 Q1	$41K	Hold	4,500	–	–	0.01%	293
2019 Q4	$44K	Hold	4,500	–	–	0.01%	331
2019 Q3	$45K	Hold	4,500	–	–	0.01%	317
2019 Q2	$43K	Hold	4,500	–	–	0.01%	318
2019 Q1	$42K	Hold	4,500	–	–	0.01%	320
2018 Q4	$40K	Hold	4,500	–	–	0.01%	312
2018 Q3	$40K	Hold	4,500	–	–	0.01%	350
2018 Q2	$42K	Hold	4,500	–	–	0.01%	341
2018 Q1	$42K	Hold	4,500	–	–	0.01%	348
2017 Q4	$44K	Hold	4,500	–	–	0.01%	375
2017 Q3	$45K	Hold	4,500	–	–	0.01%	361
2017 Q2	$46K	Hold	4,500	–	–	0.01%	357
2017 Q1	$43K	Hold	4,500	–	–	0.01%	382
2016 Q4	$42K	Buy	+4,500	New	+$43.7K	0.01%	364

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

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

1CP

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

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

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

TJHA

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

Webster Bank's CXH Position: Q2 2021 in Review

Webster Bank sold out of MFS Investment Grade Municipal Trust (CXH) in Q2 2021, closing a stake of 4,500 shares — an estimated $44K sold.

Webster Bank first reported a position in CXH in Q4 2016 and held it in 18 quarters. The position peaked at $46K in Q2 2017. 39 funds tracked by Wall St. Rank hold CXH as of Q2 2021.

Webster Bank reported no remaining MFS Investment Grade Municipal Trust position as of Q2 2021 after selling out during the quarter.
Webster Bank sold 4,500 MFS Investment Grade Municipal Trust shares in Q2 2021, an estimated $44K.
Webster Bank first reported a position in MFS Investment Grade Municipal Trust in Q4 2016 and held it in 18 quarters.
Webster Bank's MFS Investment Grade Municipal Trust position peaked at $46K in Q2 2017.
39 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q2 2021.

Based on Webster Bank's 13F filing for Q2 2021, filed 20 Jul 2021.