CRC
CIF

Curi RMB Capital’s MFS Intermediate High Income Fund CIF Stock Holding History

Curi RMB Capital’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
Q1 		– Sell
-33,090
Closed -$71K – 800
2018
Q4 		$71K Buy
+33,090
New +$77.8K ﹤0.01% 874
2015
Q4 		– Sell
-17,414
Closed -$40K – 449
2015
Q3 		$40K Buy
+17,414
New +$43.1K ﹤0.01% 450

Other funds holding CIF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Curi RMB Capital's CIF Position: Q1 2019 in Review

Curi RMB Capital sold out of MFS Intermediate High Income Fund (CIF) in Q1 2019, closing a stake of 33,090 shares — an estimated $71K sold.

Curi RMB Capital first reported a position in CIF in Q3 2015 and held it in 2 quarters. The position peaked at $71K in Q4 2018. 23 funds tracked by Wall St. Rank hold CIF as of Q1 2019.

  • Curi RMB Capital reported no remaining MFS Intermediate High Income Fund position as of Q1 2019 after selling out during the quarter.
  • Curi RMB Capital sold 33,090 MFS Intermediate High Income Fund shares in Q1 2019, an estimated $71K.
  • Curi RMB Capital first reported a position in MFS Intermediate High Income Fund in Q3 2015 and held it in 2 quarters.
  • Curi RMB Capital's MFS Intermediate High Income Fund position peaked at $71K in Q4 2018.
  • 23 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q1 2019.

Based on Curi RMB Capital's 13F filing for Q1 2019, filed 15 May 2019.