First Allied Advisory Services’s MFS Intermediate High Income Fund CIF Stock Holding History

First Allied Advisory Services’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 Q4	–	Sell	-12,000	Closed	-$32K	–	1233
2019 Q3	$32K	Buy	+12,000	New	+$31K	﹤0.01%	1415
2016 Q1	–	Sell	-12,201	Closed	-$28K	–	1020
2015 Q4	$28K	Hold	12,201	–	–	﹤0.01%	1084
2015 Q3	$28K	Hold	12,201	–	–	﹤0.01%	1035
2015 Q2	$32K	Hold	12,201	–	–	﹤0.01%	1131
2015 Q1	$33K	Hold	12,201	–	–	﹤0.01%	1054
2014 Q4	$32K	Sell	12,201 -6,643	-35%	-$17.9K	﹤0.01%	1015
2014 Q3	$51K	Hold	18,844	–	–	﹤0.01%	1010
2014 Q2	$55K	Sell	18,844 -5,175	-22%	-$15.2K	﹤0.01%	963
2014 Q1	$70K	Hold	24,019	–	–	0.01%	972
2013 Q4	$70K	Buy	24,019 +5,000	+26%	+$14.1K	0.01%	917
2013 Q3	$52K	Hold	19,019	–	–	﹤0.01%	982
2013 Q2	$54K	Buy	+19,019	New	+$58.8K	﹤0.01%	928

Other funds holding CIF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

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

Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return

SSB

Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

First Allied Advisory Services's CIF Position: Q4 2019 in Review

First Allied Advisory Services sold out of MFS Intermediate High Income Fund (CIF) in Q4 2019, closing a stake of 12,000 shares — an estimated $32K sold.

First Allied Advisory Services first reported a position in CIF in Q2 2013 and held it in 12 quarters. The position peaked at $70K in Q1 2014. 18 funds tracked by Wall St. Rank hold CIF as of Q4 2019.

First Allied Advisory Services reported no remaining MFS Intermediate High Income Fund position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 12,000 MFS Intermediate High Income Fund shares in Q4 2019, an estimated $32K.
First Allied Advisory Services first reported a position in MFS Intermediate High Income Fund in Q2 2013 and held it in 12 quarters.
First Allied Advisory Services's MFS Intermediate High Income Fund position peaked at $70K in Q1 2014.
18 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.