Advisors Asset Management, Inc. - MFS INVT GRADE MUN TR ownership

MFS INVT GRADE MUN TR's ticker is CXH and the CUSIP is 59318B108. A total of 29 filers reported holding MFS INVT GRADE MUN TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Advisors Asset Management, Inc. ownership history of MFS INVT GRADE MUN TR
ValueSharesWeighting
Q3 2021$334,000
-62.9%
33,402
-61.9%
0.01%
-61.5%
Q2 2021$900,000
-32.8%
87,590
-35.9%
0.01%
-38.1%
Q1 2021$1,340,000
-1.5%
136,601
-1.6%
0.02%
-8.7%
Q4 2020$1,361,000
-1.9%
138,835
-6.0%
0.02%
-11.5%
Q3 2020$1,387,000
-24.2%
147,660
-23.9%
0.03%
-27.8%
Q2 2020$1,831,000
+2.0%
194,098
-0.9%
0.04%
-16.3%
Q1 2020$1,795,000
+7.7%
195,791
+14.8%
0.04%
+48.3%
Q4 2019$1,666,000
+5.0%
170,551
+6.8%
0.03%0.0%
Q3 2019$1,587,000
+20.0%
159,760
+15.5%
0.03%
+20.8%
Q2 2019$1,323,000
+6.0%
138,263
+4.0%
0.02%
+9.1%
Q1 2019$1,248,000
-25.9%
132,954
-31.0%
0.02%
-35.3%
Q4 2018$1,685,000
-12.1%
192,628
-9.8%
0.03%
+9.7%
Q3 2018$1,916,000
-19.8%
213,655
-17.3%
0.03%
-24.4%
Q2 2018$2,390,000
-38.7%
258,329
-38.3%
0.04%
-36.9%
Q1 2018$3,897,000
-16.2%
418,631
-12.6%
0.06%
-14.5%
Q4 2017$4,649,000
+0.1%
479,013
+3.1%
0.08%
-2.6%
Q3 2017$4,643,000
+3.8%
464,757
+5.4%
0.08%
+4.0%
Q2 2017$4,473,000
+9.8%
441,102
+4.4%
0.08%
+10.3%
Q1 2017$4,074,000
-15.9%
422,580
-18.3%
0.07%
-15.0%
Q4 2016$4,847,000
-10.3%
517,339
-0.5%
0.08%
-10.1%
Q3 2016$5,403,000
-0.2%
519,973
+1.6%
0.09%
+1.1%
Q2 2016$5,413,000
+30.2%
511,643
+25.2%
0.09%
+27.5%
Q1 2016$4,157,000
-16.0%
408,776
-18.4%
0.07%
-11.5%
Q4 2015$4,946,000
-7.6%
501,108
-8.7%
0.08%
-8.2%
Q3 2015$5,353,000
-22.4%
549,010
-25.9%
0.08%
-10.5%
Q2 2015$6,894,000
+5.0%
741,316
+6.6%
0.10%
+9.2%
Q1 2015$6,565,000
-7.7%
695,425
-8.3%
0.09%
-8.4%
Q4 2014$7,112,000
+16.5%
758,204
+13.5%
0.10%
+13.1%
Q3 2014$6,104,000
+15.1%
667,804
+16.7%
0.08%
+13.5%
Q2 2014$5,303,000
+15.4%
572,054
+11.6%
0.07%
+5.7%
Q1 2014$4,594,000
+17.7%
512,768
+13.1%
0.07%
+11.1%
Q4 2013$3,902,000
+32.9%
453,192
+34.3%
0.06%
+21.2%
Q3 2013$2,935,000
+121.3%
337,370
+137.8%
0.05%
+108.0%
Q2 2013$1,326,000141,8590.02%
Other shareholders
MFS INVT GRADE MUN TR shareholders Q1 2017
NameSharesValueWeighting ↓
ROBINSON CAPITAL MANAGEMENT, LLC 138,615$1,361,0000.76%
Thomas J. Herzfeld Advisors, Inc. 59,454$583,0000.27%
QP WEALTH MANAGEMENT, LLC 23,058$226,0000.25%
Broadview Financial Management, LLC 31,458$308,0000.24%
Karpus Management, Inc. 609,876$5,977,0000.19%
Ackerman Capital Advisors, LLC 52,038$510,0000.13%
1607 Capital Partners, LLC 123,559$1,211,0000.06%
Altus Wealth Group LLC 5,630$55,0000.05%
Dakota Wealth Management 37,347$366,0000.05%
Koshinski Asset Management, Inc. 22,170$217,0000.03%
View complete list of MFS INVT GRADE MUN TR shareholders