MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock (CXH)

CUSIP: 59318B108

Q2 2018 13F Holders as of 30 Jun 2018

Security identity
Security type / class
Equity / Common Stock
Shares outstanding
8,269,618
Holder snapshot
Total 13F shares
2,235,380
Share change
-567,909
Total reported value
$20,700,056
Reported price per share
$9.25
Number of holders
30
Value change
-$5,297,035
Number of buys
10
Number of sells
13

Security key

59318B108

Report period

Q2 2018

Institutions

30

Top holders

10

CXH full security history Ownership snapshot Full 13F holder table Newer quarter: Q3 2018 Previous quarter: Q1 2018 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
31 Mar 2018
13F Lead comparable stake: 20% Showing 1-6 of 15 holder rows.
Holder Evidence Ownership % Position 12M Net Δ As of
Karpus Management, Inc.
13F
Company
13F
20%
$15,444,000
1,644,778 shares
 — 31 Mar 2018
Advisors Asset Management, Inc.
13F
Company
13F
5.1%
$3,897,000
418,631 shares
 — 31 Mar 2018
ICON ADVISERS INC/CO
13F
Company
13F
2.6%
$2,007,000
213,704 shares
 — 31 Mar 2018
MORGAN STANLEY
13F
Company
13F
1%
$779,000
82,976 shares
 — 31 Mar 2018
PNC FINANCIAL SERVICES GROUP, INC.
13F
Company
13F
0.72%
$563,000
59,920 shares
 — 31 Mar 2018
Koshinski Asset Management, Inc.
13F
Company
13F
0.7%
$540,000
57,520 shares
 — 31 Mar 2018
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 Q2 2018

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

Institutions
30
Shares
2,235,380
Rows available
30
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 Q2 2018 vs Q1 2018 Across Filers

Q1 2018 holders
29
Q2 2018 holders
30
Holder diff
1
Investor Q1 2018 Shares Q2 2018 Shares Share Diff Share Chg % Q1 2018 value Q2 2018 value Value change Value Chg %

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

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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