Baird Financial Group
CIF

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

Baird Financial 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
2022
Q3 		– Sell
-10,000
Closed -$19K – 1719
2022
Q2 		$19K Hold
10,000
– – ﹤0.01% 1763
2022
Q1 		$24K Buy
+10,000
New +$24K ﹤0.01% 1791

Other funds holding CIF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
LMKC
L.M. Kohn & Company Cincinnati, Ohio $83.2M AUM 19.1% 1-Year Est. Return
SBIA
Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return

Baird Financial Group's CIF Position: Q3 2022 in Review

Baird Financial Group sold out of MFS Intermediate High Income Fund (CIF) in Q3 2022, closing a stake of 10,000 shares — an estimated $19K sold.

Baird Financial Group first reported a position in CIF in Q1 2022 and held it in 2 quarters. The position peaked at $24K in Q1 2022. 19 funds tracked by Wall St. Rank hold CIF as of Q3 2022.

  • Baird Financial Group reported no remaining MFS Intermediate High Income Fund position as of Q3 2022 after selling out during the quarter.
  • Baird Financial Group sold 10,000 MFS Intermediate High Income Fund shares in Q3 2022, an estimated $19K.
  • Baird Financial Group first reported a position in MFS Intermediate High Income Fund in Q1 2022 and held it in 2 quarters.
  • Baird Financial Group's MFS Intermediate High Income Fund position peaked at $24K in Q1 2022.
  • 19 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q3 2022.

Based on Baird Financial Group's 13F filing for Q3 2022, filed 15 Nov 2022.