Envestnet Asset Management’s MFS Intermediate High Income Fund CIF Stock Holding History

Envestnet Asset 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
2016 Q4	–	Sell	-4,000	Closed	-$10K	–	3119
2016 Q3	$10K	Hold	4,000	–	–	﹤0.01%	2872
2016 Q2	$10K	Hold	4,000	–	–	﹤0.01%	3032
2016 Q1	$9K	Hold	4,000	–	–	﹤0.01%	3040
2015 Q4	$9K	Hold	4,000	–	–	﹤0.01%	2952
2015 Q3	$9K	Buy	+4,000	New	+$9.89K	﹤0.01%	3001
2015 Q1	–	Sell	-2,000	Closed	-$5K	–	2081
2014 Q4	$5K	Hold	2,000	–	–	﹤0.01%	2124
2014 Q3	$5K	Sell	2,000 -2,000	-50%	-$5.71K	﹤0.01%	2293
2014 Q2	$12K	Hold	4,000	–	–	﹤0.01%	1948
2014 Q1	$12K	Hold	4,000	–	–	﹤0.01%	1813
2013 Q4	$12K	Hold	4,000	–	–	﹤0.01%	1666
2013 Q3	$11K	Buy	+4,000	New	+$11K	﹤0.01%	1667

Other funds holding CIF

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

SIA

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

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Envestnet Asset Management's CIF Position: Q4 2016 in Review

Envestnet Asset Management sold out of MFS Intermediate High Income Fund (CIF) in Q4 2016, closing a stake of 4,000 shares — an estimated $10K sold.

Envestnet Asset Management first reported a position in CIF in Q3 2013 and held it in 11 quarters. The position peaked at $12K in Q2 2014. 27 funds tracked by Wall St. Rank hold CIF as of Q4 2016.

Envestnet Asset Management reported no remaining MFS Intermediate High Income Fund position as of Q4 2016 after selling out during the quarter.
Envestnet Asset Management sold 4,000 MFS Intermediate High Income Fund shares in Q4 2016, an estimated $10K.
Envestnet Asset Management first reported a position in MFS Intermediate High Income Fund in Q3 2013 and held it in 11 quarters.
Envestnet Asset Management's MFS Intermediate High Income Fund position peaked at $12K in Q2 2014.
27 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q4 2016.

Based on Envestnet Asset Management's 13F filing for Q4 2016, filed 14 Feb 2017.