DA
CIF

Doliver Advisors’s MFS Intermediate High Income Fund CIF Stock Holding History

Doliver Advisors’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
-32,748
Closed -$70K – 143
2018
Q4 		$70K Buy
+32,748
New +$77K 0.03% 133
2018
Q3 		– Sell
-75,053
Closed -$189K – 217
2018
Q2 		$189K Buy
+75,053
New +$199K 0.08% 232
2017
Q3 		– Sell
-14,781
Closed -$41K – 264
2017
Q2 		$41K Buy
14,781
+1,625
+12% +$4.42K 0.02% 260
2017
Q1 		$35K Buy
+13,156
New +$34.3K 0.03% 221
2016
Q1 		– Sell
-19,587
Closed -$45K – 165
2015
Q4 		$45K Sell
19,587
-22,555
-54% -$52.7K 0.04% 152
2015
Q3 		$96K Buy
42,142
+30,656
+267% +$75.8K 0.07% 189
2015
Q2 		$31K Buy
11,486
+386
+3% +$1.06K 0.02% 274
2015
Q1 		$31K Buy
+11,100
New +$30.1K 0.02% 252
2014
Q1 		– Sell
-15,260
Closed -$44K – 224
2013
Q4 		$44K Sell
15,260
-104,930
-87% -$296K 0.03% 255
2013
Q3 		$333K Buy
120,190
+81,237
+209% +$224K 0.2% 203
2013
Q2 		$112K Buy
+38,953
New +$120K 0.07% 324

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

Doliver Advisors's CIF Position: Q1 2019 in Review

Doliver Advisors sold out of MFS Intermediate High Income Fund (CIF) in Q1 2019, closing a stake of 32,748 shares — an estimated $70K sold.

Doliver Advisors first reported a position in CIF in Q2 2013 and held it in 11 quarters. The position peaked at $333K in Q3 2013. 23 funds tracked by Wall St. Rank hold CIF as of Q1 2019.

  • Doliver Advisors reported no remaining MFS Intermediate High Income Fund position as of Q1 2019 after selling out during the quarter.
  • Doliver Advisors sold 32,748 MFS Intermediate High Income Fund shares in Q1 2019, an estimated $70K.
  • Doliver Advisors first reported a position in MFS Intermediate High Income Fund in Q2 2013 and held it in 11 quarters.
  • Doliver Advisors's MFS Intermediate High Income Fund position peaked at $333K in Q3 2013.
  • 23 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q1 2019.

Based on Doliver Advisors's 13F filing for Q1 2019, filed 13 May 2019.