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 Q4 2017. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $165,699 | -1.6% | 23,437 | +2.4% | 0.00% | – |
| Q2 2023 | $168,363 | -23.8% | 22,891 | -23.4% | 0.00% | – |
| Q1 2023 | $220,939 | -11.5% | 29,897 | -14.8% | 0.00% | – |
| Q4 2022 | $249,763 | -21.7% | 35,079 | -25.8% | 0.00% | – |
| Q3 2022 | $319,000 | -13.8% | 47,276 | -3.0% | 0.00% | – |
| Q2 2022 | $370,000 | -3.4% | 48,719 | +8.7% | 0.00% | – |
| Q1 2022 | $383,000 | -25.8% | 44,814 | -10.5% | 0.00% | – |
| Q4 2021 | $516,000 | -60.8% | 50,049 | -61.9% | 0.00% | – |
| Q3 2021 | $1,315,000 | +2.4% | 131,482 | +5.2% | 0.00% | – |
| Q2 2021 | $1,284,000 | -0.2% | 124,930 | -4.7% | 0.00% | – |
| Q1 2021 | $1,286,000 | +0.2% | 131,056 | +0.1% | 0.00% | – |
| Q4 2020 | $1,283,000 | +17.9% | 130,911 | +12.9% | 0.00% | – |
| Q3 2020 | $1,088,000 | +28.0% | 115,912 | +28.6% | 0.00% | – |
| Q2 2020 | $850,000 | -7.8% | 90,102 | -10.4% | 0.00% | – |
| Q1 2020 | $922,000 | -1.5% | 100,589 | +5.0% | 0.00% | – |
| Q4 2019 | $936,000 | +209.9% | 95,825 | +214.7% | 0.00% | – |
| Q3 2019 | $302,000 | -4.7% | 30,453 | -8.3% | 0.00% | – |
| Q2 2019 | $317,000 | +7.1% | 33,197 | +5.3% | 0.00% | – |
| Q1 2019 | $296,000 | -3.6% | 31,537 | -9.9% | 0.00% | – |
| Q4 2018 | $307,000 | +14.6% | 34,996 | +17.0% | 0.00% | – |
| Q3 2018 | $268,000 | -16.5% | 29,905 | -13.9% | 0.00% | – |
| Q2 2018 | $321,000 | -18.7% | 34,723 | -17.4% | 0.00% | – |
| Q1 2018 | $395,000 | +3.7% | 42,040 | +7.1% | 0.00% | – |
| Q4 2017 | $381,000 | -2.3% | 39,240 | +0.6% | 0.00% | – |
| Q3 2017 | $390,000 | -3.2% | 39,003 | -1.8% | 0.00% | – |
| Q2 2017 | $403,000 | +14.2% | 39,727 | +8.7% | 0.00% | – |
| Q1 2017 | $353,000 | +27.9% | 36,561 | +24.1% | 0.00% | – |
| Q4 2016 | $276,000 | +26.6% | 29,450 | +40.1% | 0.00% | – |
| Q3 2016 | $218,000 | +122.4% | 21,027 | +125.9% | 0.00% | – |
| Q2 2016 | $98,000 | +44.1% | 9,309 | +38.8% | 0.00% | – |
| Q1 2016 | $68,000 | -43.3% | 6,709 | -44.3% | 0.00% | – |
| Q4 2015 | $120,000 | -2.4% | 12,035 | -5.1% | 0.00% | – |
| Q3 2015 | $123,000 | +86.4% | 12,678 | +77.5% | 0.00% | – |
| Q2 2015 | $66,000 | +1550.0% | 7,142 | +1549.4% | 0.00% | – |
| Q1 2015 | $4,000 | -88.2% | 433 | -88.3% | 0.00% | – |
| Q4 2014 | $34,000 | – | 3,715 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ROBINSON CAPITAL MANAGEMENT, LLC | 138,615 | $1,361,000 | 0.76% |
| Thomas J. Herzfeld Advisors, Inc. | 59,454 | $583,000 | 0.27% |
| QP WEALTH MANAGEMENT, LLC | 23,058 | $226,000 | 0.25% |
| Broadview Financial Management, LLC | 31,458 | $308,000 | 0.24% |
| Karpus Management, Inc. | 609,876 | $5,977,000 | 0.19% |
| Ackerman Capital Advisors, LLC | 52,038 | $510,000 | 0.13% |
| 1607 Capital Partners, LLC | 123,559 | $1,211,000 | 0.06% |
| Altus Wealth Group LLC | 5,630 | $55,000 | 0.05% |
| Dakota Wealth Management | 37,347 | $366,000 | 0.05% |
| Koshinski Asset Management, Inc. | 22,170 | $217,000 | 0.03% |