Commonwealth Equity Services
CIF

Commonwealth Equity Services’s MFS Intermediate High Income Fund CIF Stock Holding History

Commonwealth Equity Services’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
2025
Q1 		– Sell
-10,185
Closed -$18K – 4193
2024
Q4 		$18K Sell
10,185
-914
-8% -$1.6K ﹤0.01% 4049
2024
Q3 		$20K Buy
11,099
+82
+0.7% +$144 ﹤0.01% 3995
2024
Q2 		$19K Buy
11,017
+83
+0.8% +$140 ﹤0.01% 3972
2024
Q1 		$19K Buy
10,934
+80
+0.7% +$137 ﹤0.01% 3962
2023
Q4 		$19K Sell
10,854
-13,925
-56% -$22.4K ﹤0.01% 3821
2023
Q3 		$39K Hold
24,779
– – ﹤0.01% 3680
2023
Q2 		$40K Sell
24,779
-11,500
-32% -$19K ﹤0.01% 3688
2023
Q1 		$60 Sell
36,279
-72,878
-67% -$130K ﹤0.01% 3558
2022
Q4 		$186K Hold
109,157
– – ﹤0.01% 3263
2022
Q3 		$186K Buy
109,157
+15,099
+16% +$29.4K ﹤0.01% 3206
2022
Q2 		$178K Buy
94,058
+1,500
+2% +$3.26K ﹤0.01% 3239
2022
Q1 		$224K Buy
92,558
+71,000
+329% +$170K ﹤0.01% 3229
2021
Q4 		$59K Sell
21,558
-1,000
-4% -$2.95K ﹤0.01% 3517
2021
Q3 		$68K Buy
+22,558
New +$70.7K ﹤0.01% 3468
2021
Q2 		– Sell
-21,558
Closed -$54K – 3535
2021
Q1 		$54K Sell
21,558
-6,622
-23% -$16.8K ﹤0.01% 3328
2020
Q4 		$71K Buy
+28,180
New +$69K ﹤0.01% 3104
2020
Q1 		– Sell
-15,093
Closed -$42K – 2838
2019
Q4 		$42K Hold
15,093
– – ﹤0.01% 2810
2019
Q3 		$39K Buy
15,093
+4,980
+49% +$12.9K ﹤0.01% 2757
2019
Q2 		$25K Buy
+10,113
New +$26.1K ﹤0.01% 2733

Other funds holding CIF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
POIA
Pin Oak Investment Advisors Houston, Texas $141M AUM 20.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $238M AUM 17.65% 1-Year Est. Return

Commonwealth Equity Services's CIF Position: Q1 2025 in Review

Commonwealth Equity Services sold out of MFS Intermediate High Income Fund (CIF) in Q1 2025, closing a stake of 10,185 shares — an estimated $18K sold.

Commonwealth Equity Services first reported a position in CIF in Q2 2019 and held it in 19 quarters. The position peaked at $224K in Q1 2022. 19 funds tracked by Wall St. Rank hold CIF as of Q1 2025.

  • Commonwealth Equity Services reported no remaining MFS Intermediate High Income Fund position as of Q1 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 10,185 MFS Intermediate High Income Fund shares in Q1 2025, an estimated $18K.
  • Commonwealth Equity Services first reported a position in MFS Intermediate High Income Fund in Q2 2019 and held it in 19 quarters.
  • Commonwealth Equity Services's MFS Intermediate High Income Fund position peaked at $224K in Q1 2022.
  • 19 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q1 2025.

Based on Commonwealth Equity Services's 13F filing for Q1 2025, filed 9 May 2025.