Fort Point Capital Partners LLC Mfs Investment Grade Municipal Trust Transaction History

Fort Point Capital Partners LLC

$803 Million
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$7.31 - $7.93 $31,652 - $34,336	4,330 Added 12.34%	39,422 $311,000
Q1 2024 May 14, 2024	BUY	$7.46 - $7.67 $164,545 - $169,177	22,057 Added 169.21%	35,092 $267,000
Q4 2023 Feb 09, 2024	SELL	$6.47 - $7.57 $42,482 - $49,704	-6,566 Reduced 33.5%	13,035 $98,000
Q3 2023 Nov 08, 2023	BUY	$7.07 - $7.67 $138,579 - $150,339	19,601 New	19,601 $138,000

Others Institutions Holding CXH

# of Institutions

34

Shares Held

2.82M

Call Options Held

0

Put Options Held

0

Almitas Capital LLC Santa Monica, CA

477K
Shares

$3.76 Million
1.83% of portfolio
Bulldog Investors, LLP Saddle Brook, NJ

449K
Shares

$3.54 Million
1.86% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

403K
Shares

$3.17 Million
0.18% of portfolio
Sit Investment Associates Inc Minneapolis, MN

373K
Shares

$2.94 Million
0.07% of portfolio
Icon Advisers Inc Greenwood Village, CO

237K
Shares

$1.86 Million
0.43% of portfolio

About MFS INVESTMENT GRADE MUNICIPAL TRUST

Ticker CXH
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
MFS Investment Grade Municipal is a close ended fixed income mutual fund launched and managed by Massachusetts Financial Services Company. The fund invests in fixed income markets of the United States. It primarily invests in tax-exempt bonds and tax-exempt notes. The fund benchmarks the performance of its portfolio against Barclays Municipal Bo...

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