Ameriprise
CIF

Ameriprise’s MFS Intermediate High Income Fund CIF Stock Holding History

Ameriprise’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
Q4 		– Sell
-18,856
Closed -$50K – 3661
2018
Q3 		$50K Sell
18,856
-45,447
-71% -$117K ﹤0.01% 3662
2018
Q2 		$162K Sell
64,303
-92,361
-59% -$245K ﹤0.01% 3520
2018
Q1 		$442K Buy
156,664
+2,617
+2% +$7.51K ﹤0.01% 3245
2017
Q4 		$453K Buy
154,047
+64,924
+73% +$184K ﹤0.01% 3242
2017
Q3 		$261K Buy
89,123
+45,124
+103% +$130K ﹤0.01% 3435
2017
Q2 		$123K Sell
43,999
-10,208
-19% -$27.7K ﹤0.01% 3635
2017
Q1 		$143K Buy
54,207
+35,853
+195% +$93.3K ﹤0.01% 3518
2016
Q4 		$47K Buy
+18,354
New +$46.2K ﹤0.01% 3805
2014
Q4 		– Sell
-4,845
Closed -$13K – 3793
2014
Q3 		$13K Buy
4,845
+1,500
+45% +$4.28K ﹤0.01% 4694
2014
Q2 		$10K Buy
3,345
+2,600
+349% +$7.63K ﹤0.01% 4653
2014
Q1 		$2K Hold
745
– – ﹤0.01% 5040
2013
Q4 		$2K Sell
745
-2,120
-74% -$5.98K ﹤0.01% 4869
2013
Q3 		$8K Sell
2,865
-1,602
-36% -$4.42K ﹤0.01% 5024
2013
Q2 		$13K Buy
+4,467
New +$13.8K ﹤0.01% 4579

Other funds holding CIF

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
POIA
Pin Oak Investment Advisors Houston, Texas $141M AUM 20.83% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return

Ameriprise's CIF Position: Q4 2018 in Review

Ameriprise sold out of MFS Intermediate High Income Fund (CIF) in Q4 2018, closing a stake of 18,856 shares — an estimated $50K sold.

Ameriprise first reported a position in CIF in Q2 2013 and held it in 14 quarters. The position peaked at $453K in Q4 2017. 28 funds tracked by Wall St. Rank hold CIF as of Q4 2018.

  • Ameriprise reported no remaining MFS Intermediate High Income Fund position as of Q4 2018 after selling out during the quarter.
  • Ameriprise sold 18,856 MFS Intermediate High Income Fund shares in Q4 2018, an estimated $50K.
  • Ameriprise first reported a position in MFS Intermediate High Income Fund in Q2 2013 and held it in 14 quarters.
  • Ameriprise's MFS Intermediate High Income Fund position peaked at $453K in Q4 2017.
  • 28 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q4 2018.

Based on Ameriprise's 13F filing for Q4 2018, filed 14 Feb 2019.