BAM
CIF

Belpointe Asset Management’s MFS Intermediate High Income Fund CIF Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-3,600
Closed -$6.05K – 1056
2023
Q1 		$6.05K Hold
3,600
– – ﹤0.01% 2935
2022
Q4 		$6.14K Buy
+3,600
New +$6.36K ﹤0.01% 2845

Other funds holding CIF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $238M AUM 17.65% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Belpointe Asset Management's CIF Position: Q2 2023 in Review

Belpointe Asset Management sold out of MFS Intermediate High Income Fund (CIF) in Q2 2023, closing a stake of 3,600 shares — an estimated $6.05K sold.

Belpointe Asset Management first reported a position in CIF in Q4 2022 and held it in 2 quarters. The position peaked at $6.14K in Q4 2022. 20 funds tracked by Wall St. Rank hold CIF as of Q2 2023.

  • Belpointe Asset Management reported no remaining MFS Intermediate High Income Fund position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 3,600 MFS Intermediate High Income Fund shares in Q2 2023, an estimated $6.05K.
  • Belpointe Asset Management first reported a position in MFS Intermediate High Income Fund in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's MFS Intermediate High Income Fund position peaked at $6.14K in Q4 2022.
  • 20 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.