DWM
CIF

Destination Wealth Management’s MFS Intermediate High Income Fund CIF Stock Holding History

Destination Wealth Management’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
Q3 		– Sell
-1,591
Closed -$4K – 204
2019
Q2 		$4K Hold
1,591
– – ﹤0.01% 495
2019
Q1 		$4K Hold
1,591
– – ﹤0.01% 555
2018
Q4 		$3K Hold
1,591
– – ﹤0.01% 465
2018
Q3 		$4K Hold
1,591
– – ﹤0.01% 525
2018
Q2 		$4K Buy
1,591
+1,286
+422% +$3.41K ﹤0.01% 448
2018
Q1 		$17K Buy
+305
New +$875 ﹤0.01% 352

Other funds holding CIF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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 28.91% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

Destination Wealth Management's CIF Position: Q3 2019 in Review

Destination Wealth Management sold out of MFS Intermediate High Income Fund (CIF) in Q3 2019, closing a stake of 1,591 shares — an estimated $4K sold.

Destination Wealth Management first reported a position in CIF in Q1 2018 and held it in 6 quarters. The position peaked at $17K in Q1 2018. 20 funds tracked by Wall St. Rank hold CIF as of Q3 2019.

  • Destination Wealth Management reported no remaining MFS Intermediate High Income Fund position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 1,591 MFS Intermediate High Income Fund shares in Q3 2019, an estimated $4K.
  • Destination Wealth Management first reported a position in MFS Intermediate High Income Fund in Q1 2018 and held it in 6 quarters.
  • Destination Wealth Management's MFS Intermediate High Income Fund position peaked at $17K in Q1 2018.
  • 20 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.