MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock (CXH)

CUSIP: 59318B108

Q4 2017 13F Holders as of 31 Dec 2017

Security identity
Security type / class
Equity / Common Stock
Shares outstanding
8,269,618
Holder snapshot
Total 13F shares
2,777,954
Share change
+69,721
Total reported value
$26,972,058
Reported price per share
$9.71
Number of holders
29
Value change
+$659,205
Number of buys
10
Number of sells
9

Security key

59318B108

Report period

Q4 2017

Institutions

29

Top holders

10

CXH full security history Ownership snapshot Full 13F holder table Newer quarter: Q1 2018 Previous quarter: Q3 2017 MFS INVESTMENT GRADE MUNICIPAL TRUST SEC filings

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

Ownership snapshot

Top reported holders of CXH - MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Lead holder
Karpus Management, Inc.
13D/G signal
—
Evidence rows
15
Latest as of
30 Sep 2017
13F Lead comparable stake: 19% Showing 1-6 of 15 holder rows.
Holder Evidence Ownership % Position 12M Net Δ As of
Karpus Management, Inc.
13F
Company
13F
19%
$15,771,000
1,578,705 shares
 — 30 Sep 2017
Advisors Asset Management, Inc.
13F
Company
13F
5.6%
$4,643,000
464,757 shares
 — 30 Sep 2017
ICON ADVISERS INC/CO
13F
Company
13F
1.9%
$1,553,000
155,471 shares
 — 30 Sep 2017
RIVERNORTH CAPITAL MANAGEMENT, LLC
13F
Company
13F
0.88%
$725,000
72,618 shares
 — 30 Sep 2017
MORGAN STANLEY
13F
Company
13F
0.78%
$644,000
64,480 shares
 — 30 Sep 2017
PNC FINANCIAL SERVICES GROUP, INC.
13F
Company
13F
0.72%
$599,000
59,920 shares
 — 30 Sep 2017
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2017

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
29
Shares
2,777,954
Rows available
29
Investor Option Weight % Change % Reported value * Price Shares Share Change Activity Report Period

* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that failed the local validity check.

Compare Q4 2017 vs Q3 2017 Across Filers

Q3 2017 holders
31
Q4 2017 holders
29
Holder diff
-2
Investor Q3 2017 Shares Q4 2017 Shares Share Diff Share Chg % Q3 2017 value Q4 2017 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .