CA
CIF

Calton & Associates’s MFS Intermediate High Income Fund CIF Stock Holding History

Calton & Associates’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
Q3 		– Sell
-17,482
Closed -$46K – 292
2018
Q2 		$46K Hold
17,482
– – 0.01% 285
2018
Q1 		$49K Hold
17,482
– – 0.01% 338
2017
Q4 		$51K Buy
+17,482
New +$49.7K 0.01% 674

Other funds holding CIF

LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
OFG
OTA Financial Group Purchase, New York $143M AUM 16.9% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Calton & Associates's CIF Position: Q3 2018 in Review

Calton & Associates sold out of MFS Intermediate High Income Fund (CIF) in Q3 2018, closing a stake of 17,482 shares — an estimated $46K sold.

Calton & Associates first reported a position in CIF in Q4 2017 and held it in 3 quarters. The position peaked at $51K in Q4 2017. 21 funds tracked by Wall St. Rank hold CIF as of Q3 2018.

  • Calton & Associates reported no remaining MFS Intermediate High Income Fund position as of Q3 2018 after selling out during the quarter.
  • Calton & Associates sold 17,482 MFS Intermediate High Income Fund shares in Q3 2018, an estimated $46K.
  • Calton & Associates first reported a position in MFS Intermediate High Income Fund in Q4 2017 and held it in 3 quarters.
  • Calton & Associates's MFS Intermediate High Income Fund position peaked at $51K in Q4 2017.
  • 21 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q3 2018.

Based on Calton & Associates's 13F filing for Q3 2018, filed 24 Oct 2018.