Creative Planning - MFS INVT GRADE MUN TR ownership

MFS INVT GRADE MUN TR's ticker is CXH and the CUSIP is 59318B108. A total of 30 filers reported holding MFS INVT GRADE MUN TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Creative Planning ownership history of MFS INVT GRADE MUN TR
ValueSharesWeighting
Q2 2017$10,0000.0%1,0000.0%0.00%
Q1 2017$10,000
+11.1%
1,0000.0%0.00%
Q4 2016$9,000
-10.0%
1,0000.0%0.00%
Q3 2016$10,000
-78.7%
1,000
-80.0%
0.00%
Q1 2015$47,000
-16.1%
5,000
-16.7%
0.00%
-100.0%
Q4 2014$56,000
+100.0%
6,000
+96.4%
0.00%
Q3 2014$28,0000.0%3,0550.0%0.00%
Q2 2014$28,000
+3.7%
3,0550.0%0.00%
Q1 2014$27,000
+3.8%
3,0550.0%0.00%
Q4 2013$26,000
-3.7%
3,0550.0%0.00%
-100.0%
Q3 2013$27,000
-28.9%
3,055
-24.7%
0.00%0.0%
Q2 2013$38,0004,0550.00%
Other shareholders
MFS INVT GRADE MUN TR shareholders Q2 2014
NameSharesValueWeighting ↓
Karpus Management, Inc. 2,214,613$22,013,0000.99%
Yellowstone Partners, LLC 25,875$257,0000.12%
Advisors Asset Management, Inc. 501,108$4,946,0000.08%
Essex Financial Services, Inc. 11,380$113,0000.03%
Global Endowment Management, LP 12,000$118,0000.02%
Investors Capital Advisory Services 10,400$103,0000.02%
First Horizon Advisors, Inc. 5,000$50,0000.01%
Thomas J. Herzfeld Advisors, Inc. 2,000$20,0000.01%
Janney Montgomery Scott LLC 22,954$228,0000.01%
LADENBURG THALMANN FINANCIAL SERVICES INC. 14,053$139,0000.00%
View complete list of MFS INVT GRADE MUN TR shareholders