MFS INVT GRADE MUN TR's ticker is CXH and the CUSIP is 59318B108. A total of 40 filers reported holding MFS INVT GRADE MUN TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $168,549 | -58.5% | 23,840 | -56.8% | 0.00% | – |
Q2 2023 | $405,891 | -3.3% | 55,186 | -2.8% | 0.00% | – |
Q1 2023 | $419,604 | -11.8% | 56,780 | -15.0% | 0.00% | – |
Q4 2022 | $475,473 | -6.0% | 66,780 | -11.2% | 0.00% | – |
Q3 2022 | $506,000 | +8.8% | 75,226 | +22.6% | 0.00% | – |
Q2 2022 | $465,000 | -30.5% | 61,362 | -21.6% | 0.00% | – |
Q1 2022 | $669,000 | +10.0% | 78,290 | +32.9% | 0.00% | – |
Q4 2021 | $608,000 | -17.2% | 58,926 | -19.7% | 0.00% | – |
Q3 2021 | $734,000 | -2.3% | 73,402 | +0.4% | 0.00% | – |
Q2 2021 | $751,000 | +24.3% | 73,102 | +18.8% | 0.00% | – |
Q1 2021 | $604,000 | -22.5% | 61,520 | -22.6% | 0.00% | – |
Q4 2020 | $779,000 | +195.1% | 79,518 | +182.7% | 0.00% | – |
Q3 2020 | $264,000 | -22.6% | 28,124 | -22.1% | 0.00% | – |
Q2 2020 | $341,000 | -51.6% | 36,124 | -53.0% | 0.00% | – |
Q1 2020 | $705,000 | +12.1% | 76,822 | +19.2% | 0.00% | – |
Q4 2019 | $629,000 | -4.1% | 64,438 | -2.4% | 0.00% | – |
Q3 2019 | $656,000 | -8.6% | 66,042 | -12.0% | 0.00% | – |
Q2 2019 | $718,000 | +21.9% | 75,045 | +19.7% | 0.00% | – |
Q1 2019 | $589,000 | +24.0% | 62,695 | +15.8% | 0.00% | – |
Q4 2018 | $475,000 | -3.7% | 54,152 | -1.5% | 0.00% | – |
Q3 2018 | $493,000 | +59.5% | 54,952 | +64.4% | 0.00% | – |
Q2 2018 | $309,000 | -7.2% | 33,434 | -5.6% | 0.00% | – |
Q1 2018 | $333,000 | -4.3% | 35,434 | -1.1% | 0.00% | – |
Q4 2017 | $348,000 | +1.2% | 35,834 | +4.1% | 0.00% | – |
Q3 2017 | $344,000 | -1.4% | 34,434 | 0.0% | 0.00% | – |
Q2 2017 | $349,000 | +3.3% | 34,434 | -1.9% | 0.00% | – |
Q1 2017 | $338,000 | +2.7% | 35,100 | 0.0% | 0.00% | – |
Q4 2016 | $329,000 | -8.1% | 35,100 | +1.9% | 0.00% | – |
Q3 2016 | $358,000 | -10.9% | 34,434 | -9.3% | 0.00% | – |
Q2 2016 | $402,000 | -26.6% | 37,950 | -29.6% | 0.00% | – |
Q1 2016 | $548,000 | +4.4% | 53,884 | +2.1% | 0.00% | – |
Q4 2015 | $525,000 | +6.3% | 52,770 | +4.1% | 0.00% | – |
Q3 2015 | $494,000 | -8.7% | 50,711 | -12.9% | 0.00% | – |
Q2 2015 | $541,000 | +20.2% | 58,216 | +22.0% | 0.00% | – |
Q1 2015 | $450,000 | +59.6% | 47,706 | +58.4% | 0.00% | – |
Q4 2014 | $282,000 | +1.1% | 30,118 | -1.3% | 0.00% | – |
Q3 2014 | $279,000 | -72.1% | 30,523 | -71.7% | 0.00% | – |
Q2 2014 | $1,000,000 | +16.6% | 107,774 | +12.3% | 0.00% | – |
Q1 2014 | $858,000 | -2.1% | 95,987 | -5.6% | 0.00% | – |
Q4 2013 | $876,000 | -3.2% | 101,714 | -2.2% | 0.00% | – |
Q3 2013 | $905,000 | -0.8% | 103,985 | +6.7% | 0.00% | – |
Q2 2013 | $912,000 | – | 97,492 | – | 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% |