CBFP
CIF

Cedar Brook Financial Partners’s MFS Intermediate High Income Fund CIF Stock Holding History

Cedar Brook Financial Partners’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
2019
Q4 		– Sell
-25,070
Closed -$65K – 298
2019
Q3 		$65K Buy
25,070
+582
+2% +$1.5K 0.03% 297
2019
Q2 		$62K Buy
24,488
+563
+2% +$1.46K 0.03% 295
2019
Q1 		$61K Buy
23,925
+595
+3% +$1.42K 0.03% 284
2018
Q4 		$50K Buy
+23,330
New +$54.9K 0.03% 237

Other funds holding CIF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 24.86% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cedar Brook Financial Partners's CIF Position: Q4 2019 in Review

Cedar Brook Financial Partners sold out of MFS Intermediate High Income Fund (CIF) in Q4 2019, closing a stake of 25,070 shares — an estimated $65K sold.

Cedar Brook Financial Partners first reported a position in CIF in Q4 2018 and held it in 4 quarters. The position peaked at $65K in Q3 2019. 18 funds tracked by Wall St. Rank hold CIF as of Q4 2019.

  • Cedar Brook Financial Partners reported no remaining MFS Intermediate High Income Fund position as of Q4 2019 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 25,070 MFS Intermediate High Income Fund shares in Q4 2019, an estimated $65K.
  • Cedar Brook Financial Partners first reported a position in MFS Intermediate High Income Fund in Q4 2018 and held it in 4 quarters.
  • Cedar Brook Financial Partners's MFS Intermediate High Income Fund position peaked at $65K in Q3 2019.
  • 18 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q4 2019.

Based on Cedar Brook Financial Partners's 13F filing for Q4 2019, filed 6 Feb 2020.