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

Arete Wealth Advisors’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
2024 Q3	–	Sell	-13,006	Closed	-$22K	–	733
2024 Q2	$22K	Buy	+13,006	New	+$21.9K	﹤0.01%	714

Other funds holding CIF

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

MFWP

Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

POIA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return

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

CWM

Collaborative Wealth Management Lake Mary, Florida $238M AUM 17.65% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Arete Wealth Advisors's CIF Position: Q3 2024 in Review

Arete Wealth Advisors sold out of MFS Intermediate High Income Fund (CIF) in Q3 2024, closing a stake of 13,006 shares — an estimated $22K sold.

Arete Wealth Advisors first reported a position in CIF in Q2 2024 and held it in 1 quarter. The position peaked at $22K in Q2 2024. 20 funds tracked by Wall St. Rank hold CIF as of Q3 2024.

Arete Wealth Advisors reported no remaining MFS Intermediate High Income Fund position as of Q3 2024 after selling out during the quarter.
Arete Wealth Advisors sold 13,006 MFS Intermediate High Income Fund shares in Q3 2024, an estimated $22K.
Arete Wealth Advisors first reported a position in MFS Intermediate High Income Fund in Q2 2024 and held it in 1 quarter.
Arete Wealth Advisors's MFS Intermediate High Income Fund position peaked at $22K in Q2 2024.
20 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q3 2024.

Based on Arete Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.