Advisor Group’s MFS Intermediate High Income Fund CIF Stock Holding History

Advisor Group’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
2019 Q4	$81K	Hold	28,986	–	–	﹤0.01%	3077
2019 Q3	$76K	Hold	28,986	–	–	﹤0.01%	3092
2019 Q2	$73K	Hold	28,986	–	–	﹤0.01%	3091
2019 Q1	$74K	Hold	28,986	–	–	﹤0.01%	3097
2018 Q4	$62K	Sell	28,986 -7,000	-19%	-$16.5K	﹤0.01%	3035
2018 Q3	$95K	Buy	35,986 +33,828	+1,568%	+$87.5K	﹤0.01%	2791
2018 Q2	$5K	Hold	2,158	–	–	﹤0.01%	4368
2018 Q1	$6K	Hold	2,158	–	–	﹤0.01%	4319
2017 Q4	$6K	Hold	2,158	–	–	﹤0.01%	4329
2017 Q3	$6K	Hold	2,158	–	–	﹤0.01%	4184
2017 Q2	$6K	Hold	2,158	–	–	﹤0.01%	4159
2017 Q1	$6K	Sell	2,158 -207	-9%	-$539	﹤0.01%	4020
2016 Q4	$7K	Buy	2,365 +6	+0.3%	+$15	﹤0.01%	3768
2016 Q3	$7K	Buy	2,359 +201	+9%	+$511	﹤0.01%	3743
2016 Q2	$5K	Buy	+2,158	New	+$5.28K	﹤0.01%	3769

Other funds holding CIF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

POIA

Pin Oak Investment Advisors Houston, Texas $141M AUM 20.83% 1-Year Est. Return

SSB

Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisor Group's CIF Position: Q4 2019 in Review

Advisor Group held its MFS Intermediate High Income Fund (CIF) position steady in Q4 2019 at 28,986 shares worth $81K. The position accounts for ﹤0.01% of the portfolio, ranked #3077.

Advisor Group first reported a position in CIF in Q2 2016 and has held it in 15 quarters since. The position peaked at $95K in Q3 2018. 18 funds tracked by Wall St. Rank hold CIF as of Q4 2019.

Advisor Group held 28,986 shares of MFS Intermediate High Income Fund worth $81K as of Q4 2019.
Advisor Group left its MFS Intermediate High Income Fund share count unchanged in Q4 2019.
MFS Intermediate High Income Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3077 holding.
Advisor Group first reported a position in MFS Intermediate High Income Fund in Q2 2016 and has held it in 15 quarters since.
Advisor Group's MFS Intermediate High Income Fund position peaked at $95K in Q3 2018.
18 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.