MFS INVT GRADE MUN TR's ticker is CXH and the CUSIP is 59318B108. A total of 39 filers reported holding MFS INVT GRADE MUN TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $667,917 | -0.9% | 94,472 | +3.1% | 0.00% | – |
Q2 2023 | $674,218 | +12.0% | 91,668 | +12.5% | 0.00% | – |
Q1 2023 | $602,115 | -6.7% | 81,477 | -10.1% | 0.00% | – |
Q4 2022 | $645,222 | +5.4% | 90,621 | -0.4% | 0.00% | – |
Q3 2022 | $612,000 | -4.7% | 90,987 | +7.5% | 0.00% | – |
Q2 2022 | $642,000 | -0.5% | 84,639 | +12.1% | 0.00% | – |
Q1 2022 | $645,000 | -13.3% | 75,533 | +4.6% | 0.00% | – |
Q4 2021 | $744,000 | -9.9% | 72,201 | -12.6% | 0.00% | – |
Q3 2021 | $826,000 | +3.9% | 82,616 | +6.9% | 0.00% | – |
Q2 2021 | $795,000 | +8.6% | 77,305 | +3.6% | 0.00% | – |
Q1 2021 | $732,000 | +0.7% | 74,617 | +0.6% | 0.00% | – |
Q4 2020 | $727,000 | +9.7% | 74,153 | +5.0% | 0.00% | – |
Q3 2020 | $663,000 | -2.5% | 70,630 | -2.0% | 0.00% | – |
Q2 2020 | $680,000 | -29.6% | 72,042 | -31.6% | 0.00% | – |
Q1 2020 | $966,000 | -11.3% | 105,337 | -5.5% | 0.00% | – |
Q4 2019 | $1,089,000 | +41.8% | 111,468 | +44.2% | 0.00% | – |
Q3 2019 | $768,000 | -10.5% | 77,292 | -13.8% | 0.00% | – |
Q2 2019 | $858,000 | -3.3% | 89,670 | -5.1% | 0.00% | – |
Q1 2019 | $887,000 | +6.9% | 94,515 | -0.0% | 0.00% | – |
Q4 2018 | $830,000 | -10.2% | 94,543 | -8.2% | 0.00% | – |
Q3 2018 | $924,000 | +16.7% | 103,037 | +20.3% | 0.00% | – |
Q2 2018 | $792,000 | +1.7% | 85,659 | +3.2% | 0.00% | – |
Q1 2018 | $779,000 | +3.0% | 82,976 | +6.6% | 0.00% | – |
Q4 2017 | $756,000 | +17.4% | 77,853 | +20.7% | 0.00% | – |
Q3 2017 | $644,000 | -5.7% | 64,480 | -4.3% | 0.00% | – |
Q2 2017 | $683,000 | -54.3% | 67,391 | -56.5% | 0.00% | – |
Q1 2017 | $1,494,000 | +24.5% | 155,094 | +21.0% | 0.00% | – |
Q4 2016 | $1,200,000 | +147.4% | 128,172 | +174.6% | 0.00% | – |
Q3 2016 | $485,000 | +17.1% | 46,683 | +19.3% | 0.00% | – |
Q2 2016 | $414,000 | +57.4% | 39,123 | +51.3% | 0.00% | – |
Q1 2016 | $263,000 | +6.9% | 25,860 | +4.4% | 0.00% | – |
Q4 2015 | $246,000 | +8.8% | 24,762 | +7.0% | 0.00% | – |
Q3 2015 | $226,000 | -55.4% | 23,149 | -57.5% | 0.00% | – |
Q2 2015 | $507,000 | +5.4% | 54,451 | +7.0% | 0.00% | – |
Q1 2015 | $481,000 | -62.8% | 50,898 | -63.1% | 0.00% | – |
Q4 2014 | $1,294,000 | +67.0% | 138,066 | +62.8% | 0.00% | – |
Q3 2014 | $775,000 | +20.0% | 84,800 | +21.8% | 0.00% | – |
Q2 2014 | $646,000 | -24.0% | 69,594 | -26.9% | 0.00% | – |
Q1 2014 | $850,000 | +5.1% | 95,145 | +1.3% | 0.00% | – |
Q4 2013 | $809,000 | +15.2% | 93,914 | +16.4% | 0.00% | – |
Q3 2013 | $702,000 | +82.8% | 80,693 | +96.4% | 0.00% | – |
Q2 2013 | $384,000 | – | 41,094 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ROBINSON CAPITAL MANAGEMENT, LLC | 191,246 | $1,796,000 | 0.56% |
Karpus Management, Inc. | 1,148,582 | $10,866,000 | 0.40% |
Thomas J. Herzfeld Advisors, Inc. | 96,702 | $908,000 | 0.33% |
Koshinski Asset Management, Inc. | 102,170 | $959,000 | 0.26% |
Broadview Financial Management, LLC | 29,350 | $276,000 | 0.22% |
Dakota Wealth Management | 39,120 | $368,000 | 0.07% |
1607 Capital Partners, LLC | 90,996 | $854,000 | 0.05% |
Dynamic Advisor Solutions LLC | 13,475 | $127,000 | 0.02% |
Advisors Asset Management, Inc. | 132,954 | $1,248,000 | 0.02% |
Wealthcare Advisory Partners LLC | 13,154 | $124,000 | 0.02% |