WAM
CXH

Wolverine Asset Management’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Wolverine Asset Management’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
Q2 		– Sell
-1,218
Closed -$9.65K – 1648
2025
Q1 		$9.65K Buy
+1,218
New +$9.78K ﹤0.01% 1314
2024
Q4 		– Sell
-6,968
Closed -$57.3K – 1655
2024
Q3 		$57.3K Sell
6,968
-30,114
-81% -$243K ﹤0.01% 1164
2024
Q2 		$293K Sell
37,082
-82
-0.2% -$619 ﹤0.01% 936
2024
Q1 		$283K Buy
37,164
+31,689
+579% +$239K ﹤0.01% 912
2023
Q4 		$41.4K Buy
+5,475
New +$38.9K ﹤0.01% 1230
2023
Q1 		– Sell
-5,144
Closed -$36.6K – 1929
2022
Q4 		$36.6K Sell
5,144
-51,377
-91% -$357K ﹤0.01% 1424
2022
Q3 		$380K Buy
56,521
+26,040
+85% +$199K ﹤0.01% 1106
2022
Q2 		$231K Buy
+30,481
New +$237K ﹤0.01% 1175
2021
Q4 		– Sell
-3,776
Closed -$37K – 2080
2021
Q3 		$37K Sell
3,776
-2,732
-42% -$28.3K ﹤0.01% 1492
2021
Q2 		$66K Sell
6,508
-2,875
-31% -$28.9K ﹤0.01% 1591
2021
Q1 		$92K Sell
9,383
-22,258
-70% -$218K ﹤0.01% 1475
2020
Q4 		$310K Buy
31,641
+24,448
+340% +$231K ﹤0.01% 983
2020
Q3 		$67K Buy
+7,193
New +$69.4K ﹤0.01% 1208
2020
Q1 		– Sell
-500
Closed -$4K – 1477
2019
Q4 		$4K Buy
+500
New +$4.9K ﹤0.01% 1310
2019
Q3 		– Sell
-15,842
Closed -$151K – 1418
2019
Q2 		$151K Buy
15,842
+2,142
+16% +$20.3K ﹤0.01% 1080
2019
Q1 		$128K Sell
13,700
-32,968
-71% -$307K ﹤0.01% 1096
2018
Q4 		$409K Buy
46,668
+33,201
+247% +$291K ﹤0.01% 1085
2018
Q3 		$120K Buy
+13,467
New +$124K ﹤0.01% 1263
2016
Q4 		– Sell
-2,653
Closed -$27K – 1199
2016
Q3 		$27K Sell
2,653
-12,965
-83% -$136K ﹤0.01% 1107
2016
Q2 		$165K Buy
+15,618
New +$162K ﹤0.01% 904
2015
Q3 		– Sell
-10,951
Closed -$101K – 1829
2015
Q2 		$101K Sell
10,951
-76,338
-87% -$707K ﹤0.01% 1121
2015
Q1 		$824K Sell
87,289
-565
-0.6% -$5.35K 0.02% 490
2014
Q4 		$823K Sell
87,854
-10,912
-11% -$101K 0.02% 503
2014
Q3 		$902K Buy
98,766
+31,013
+46% +$284K 0.02% 491
2014
Q2 		$628K Sell
67,753
-6,567
-9% -$60.4K 0.01% 532
2014
Q1 		$664K Sell
74,320
-30,011
-29% -$266K 0.01% 522
2013
Q4 		$898K Sell
104,331
-567
-0.5% -$4.83K 0.02% 557
2013
Q3 		$912K Sell
104,898
-10,008
-9% -$87K 0.02% 564
2013
Q2 		$1.07M Buy
+114,906
New +$1.13M 0.03% 456

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
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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

Wolverine Asset Management's CXH Position: Q2 2025 in Review

Wolverine Asset Management sold out of MFS Investment Grade Municipal Trust (CXH) in Q2 2025, closing a stake of 1,218 shares — an estimated $9.65K sold.

Wolverine Asset Management first reported a position in CXH in Q2 2013 and held it in 29 quarters. The position peaked at $1.07M in Q2 2013. 30 funds tracked by Wall St. Rank hold CXH as of Q2 2025.

  • Wolverine Asset Management reported no remaining MFS Investment Grade Municipal Trust position as of Q2 2025 after selling out during the quarter.
  • Wolverine Asset Management sold 1,218 MFS Investment Grade Municipal Trust shares in Q2 2025, an estimated $9.65K.
  • Wolverine Asset Management first reported a position in MFS Investment Grade Municipal Trust in Q2 2013 and held it in 29 quarters.
  • Wolverine Asset Management's MFS Investment Grade Municipal Trust position peaked at $1.07M in Q2 2013.
  • 30 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q2 2025.

Based on Wolverine Asset Management's 13F filing for Q2 2025, filed 4 Aug 2025.