BRWA
CIF

B. Riley Wealth Advisors’s MFS Intermediate High Income Fund CIF Stock Holding History

B. Riley 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
2015
Q1 		– Sell
-218
Closed -$1 – 801
2014
Q4 		$1 Buy
+218
New +$588 ﹤0.01% 3529
2014
Q3 		– Sell
-218
Closed -$641 – 849
2014
Q2 		$641 Buy
+218
New +$640 ﹤0.01% 2312

Other funds holding CIF

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

B. Riley Wealth Advisors's CIF Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of MFS Intermediate High Income Fund (CIF) in Q1 2015, closing a stake of 218 shares — an estimated $1 sold.

B. Riley Wealth Advisors first reported a position in CIF in Q2 2014 and held it in 2 quarters. The position peaked at $641 in Q2 2014. 27 funds tracked by Wall St. Rank hold CIF as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining MFS Intermediate High Income Fund position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 218 MFS Intermediate High Income Fund shares in Q1 2015, an estimated $1.
  • B. Riley Wealth Advisors first reported a position in MFS Intermediate High Income Fund in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's MFS Intermediate High Income Fund position peaked at $641 in Q2 2014.
  • 27 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.