AW
CIF

ACG Wealth’s MFS Intermediate High Income Fund CIF Stock Holding History

ACG Wealth’s Portfolio CIF Stock Details CIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-38,280
Closed -$113K – 313
2017
Q4 		$113K Hold
38,280
– – 0.02% 316
2017
Q3 		$112K Buy
+38,280
New +$110K 0.02% 268
2017
Q1 		– Sell
-23,040
Closed -$59K – 300
2016
Q4 		$59K Buy
23,040
+3,840
+20% +$9.66K 0.01% 239
2016
Q3 		$49K Buy
+19,200
New +$48.8K 0.01% 228

Other funds holding CIF

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
POIA
Pin Oak Investment Advisors Houston, Texas $141M AUM 20.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ACG Wealth's CIF Position: Q1 2018 in Review

ACG Wealth sold out of MFS Intermediate High Income Fund (CIF) in Q1 2018, closing a stake of 38,280 shares — an estimated $113K sold.

ACG Wealth first reported a position in CIF in Q3 2016 and held it in 4 quarters. The position peaked at $113K in Q4 2017. 24 funds tracked by Wall St. Rank hold CIF as of Q1 2018.

  • ACG Wealth reported no remaining MFS Intermediate High Income Fund position as of Q1 2018 after selling out during the quarter.
  • ACG Wealth sold 38,280 MFS Intermediate High Income Fund shares in Q1 2018, an estimated $113K.
  • ACG Wealth first reported a position in MFS Intermediate High Income Fund in Q3 2016 and held it in 4 quarters.
  • ACG Wealth's MFS Intermediate High Income Fund position peaked at $113K in Q4 2017.
  • 24 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q1 2018.

Based on ACG Wealth's 13F filing for Q1 2018, filed 10 Apr 2018.