XF
CXH

XML Financial’s MFS Investment Grade Municipal Trust CXH Stock Holding History

XML Financial’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
2020
Q1 		– Sell
-10,835
Closed -$106K – 176
2019
Q4 		$106K Buy
+10,835
New +$106K 0.04% 178

Other funds holding CXH

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

XML Financial's CXH Position: Q1 2020 in Review

XML Financial sold out of MFS Investment Grade Municipal Trust (CXH) in Q1 2020, closing a stake of 10,835 shares — an estimated $106K sold.

XML Financial first reported a position in CXH in Q4 2019 and held it in 1 quarter. The position peaked at $106K in Q4 2019. 35 funds tracked by Wall St. Rank hold CXH as of Q1 2020.

  • XML Financial reported no remaining MFS Investment Grade Municipal Trust position as of Q1 2020 after selling out during the quarter.
  • XML Financial sold 10,835 MFS Investment Grade Municipal Trust shares in Q1 2020, an estimated $106K.
  • XML Financial first reported a position in MFS Investment Grade Municipal Trust in Q4 2019 and held it in 1 quarter.
  • XML Financial's MFS Investment Grade Municipal Trust position peaked at $106K in Q4 2019.
  • 35 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q1 2020.

Based on XML Financial's 13F filing for Q1 2020, filed 8 May 2020.