Daniel L. Goodwin’s MFS Intermediate High Income Fund CIF Stock Holding History

Daniel L. Goodwin’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
2017 Q3	–	Sell	-14,500	Closed	-$41K	–	87
2017 Q2	$41K	Hold	14,500	–	–	0.02%	94
2017 Q1	$39K	Hold	14,500	–	–	0.02%	89
2016 Q4	$37K	Hold	14,500	–	–	0.01%	86
2016 Q3	$37K	Hold	14,500	–	–	0.01%	107
2016 Q2	$36K	Hold	14,500	–	–	0.01%	109
2016 Q1	$34K	Hold	14,500	–	–	0.01%	105
2015 Q4	$34K	Hold	14,500	–	–	0.01%	110
2015 Q3	$33K	Hold	14,500	–	–	0.01%	109
2015 Q2	$39K	Hold	14,500	–	–	0.01%	108
2015 Q1	$40K	Hold	14,500	–	–	0.01%	123
2014 Q4	$39K	Hold	14,500	–	–	0.01%	124
2014 Q3	$39K	Hold	14,500	–	–	0.01%	104
2014 Q2	$43K	Hold	14,500	–	–	0.01%	108
2014 Q1	$43K	Hold	14,500	–	–	0.01%	114
2013 Q4	$42K	Hold	14,500	–	–	0.01%	106
2013 Q3	$40K	Sell	14,500 -11,725	-45%	-$32.4K	0.01%	108
2013 Q2	$75K	Buy	+26,225	New	+$81.1K	0.01%	105

Other funds holding CIF

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Daniel L. Goodwin's CIF Position: Q3 2017 in Review

Daniel L. Goodwin sold out of MFS Intermediate High Income Fund (CIF) in Q3 2017, closing a stake of 14,500 shares — an estimated $41K sold.

Daniel L. Goodwin first reported a position in CIF in Q2 2013 and held it in 17 quarters. The position peaked at $75K in Q2 2013. 19 funds tracked by Wall St. Rank hold CIF as of Q3 2017.

Daniel L. Goodwin reported no remaining MFS Intermediate High Income Fund position as of Q3 2017 after selling out during the quarter.
Daniel L. Goodwin sold 14,500 MFS Intermediate High Income Fund shares in Q3 2017, an estimated $41K.
Daniel L. Goodwin first reported a position in MFS Intermediate High Income Fund in Q2 2013 and held it in 17 quarters.
Daniel L. Goodwin's MFS Intermediate High Income Fund position peaked at $75K in Q2 2013.
19 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q3 2017.

Based on Daniel L. Goodwin's 13F filing for Q3 2017, filed 25 Oct 2017.