WA
CXH

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

Whitebox 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
2025
Q1 		– Sell
-49,454
Closed -$395K – 316
2024
Q4 		$395K Hold
49,454
– – 0.01% 169
2024
Q3 		$407K Buy
49,454
+793
+2% +$6.4K 0.01% 167
2024
Q2 		$384K Buy
+48,661
New +$367K 0.01% 173

Other funds holding CXH

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

Whitebox Advisors's CXH Position: Q1 2025 in Review

Whitebox Advisors sold out of MFS Investment Grade Municipal Trust (CXH) in Q1 2025, closing a stake of 49,454 shares — an estimated $395K sold.

Whitebox Advisors first reported a position in CXH in Q2 2024 and held it in 3 quarters. The position peaked at $407K in Q3 2024. 32 funds tracked by Wall St. Rank hold CXH as of Q1 2025.

  • Whitebox Advisors reported no remaining MFS Investment Grade Municipal Trust position as of Q1 2025 after selling out during the quarter.
  • Whitebox Advisors sold 49,454 MFS Investment Grade Municipal Trust shares in Q1 2025, an estimated $395K.
  • Whitebox Advisors first reported a position in MFS Investment Grade Municipal Trust in Q2 2024 and held it in 3 quarters.
  • Whitebox Advisors's MFS Investment Grade Municipal Trust position peaked at $407K in Q3 2024.
  • 32 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q1 2025.

Based on Whitebox Advisors's 13F filing for Q1 2025, filed 15 May 2025.