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	$60K	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

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

Mosaic Family Wealth Partners St. Louis, Missouri $1.53B AUM 18.82% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Pin Oak Investment Advisors Houston, Texas $141M AUM 31.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Collaborative Wealth Management Lake Mary, Florida $238M AUM 10.68% 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.