A. Montag and Associates »

MFS Investment Grade Municipal Trust shares owned by A. Montag and Associates

Quarter-by-quarter ownership of MFS Investment Grade Municipal Trust (CXH) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in MFS Investment Grade Municipal Trust

Tip: Access up to 7 years of quarterly data

All positions including MFS Investment Grade Municipal Trust held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in MFS Investment Grade Municipal Trust by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $19k 2.5k 7.57

More positions owned by A. Montag and Associates

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Coca-Cola Company (KO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Etf (IWB)
Home Depot (HD)
Amazon (AMZN)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p Scp Etf (IJR)
Adobe Systems Incorporated (ADBE)

View all positions for A. Montag and Associates

Top funds holding MFS Investment Grade Municipal Trust

Saba Capital Management
Almitas Capital
Brooklyn Capital Management
Rivernorth Capital Management
ICON Advisers
Hennion & Walsh Asset Management
Deschutes Portfolio Strategy
Logan Stone Capital
Melfa Wealth Management
Advisor Group Holdings
Thomas J. Herzfeld Advisors
Captrust Financial Advisors
Moors & Cabot
Capital Investment Advisors
Wells Fargo & Company

View all funds holding MFS Investment Grade Municipal Trust