IA
CIF

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

IFP 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
2018
Q3 		– Sell
-2,200
Closed -$6K – 3844
2018
Q2 		$6K Hold
2,200
– – ﹤0.01% 3146
2018
Q1 		$6K Hold
2,200
– – ﹤0.01% 3054
2017
Q4 		$6K Hold
2,200
– – ﹤0.01% 3100
2017
Q3 		$6K Hold
2,200
– – ﹤0.01% 3283
2017
Q2 		$6K Hold
2,200
– – ﹤0.01% 3284
2017
Q1 		$6K Hold
2,200
– – ﹤0.01% 3191
2016
Q4 		$6K Hold
2,200
– – ﹤0.01% 3179
2016
Q3 		$6K Hold
2,200
– – ﹤0.01% 3121
2016
Q2 		$5K Buy
+2,200
New +$5.38K ﹤0.01% 3126
2016
Q1 		– Sell
-2,200
Closed -$5K – 2519
2015
Q4 		$5K Buy
+2,200
New +$5.14K ﹤0.01% 2940

Other funds holding CIF

LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
OFG
OTA Financial Group Purchase, New York $143M AUM 16.9% 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 24.86% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

IFP Advisors's CIF Position: Q3 2018 in Review

IFP Advisors sold out of MFS Intermediate High Income Fund (CIF) in Q3 2018, closing a stake of 2,200 shares — an estimated $6K sold.

IFP Advisors first reported a position in CIF in Q4 2015 and held it in 10 quarters. The position peaked at $6K in Q2 2018. 21 funds tracked by Wall St. Rank hold CIF as of Q3 2018.

  • IFP Advisors reported no remaining MFS Intermediate High Income Fund position as of Q3 2018 after selling out during the quarter.
  • IFP Advisors sold 2,200 MFS Intermediate High Income Fund shares in Q3 2018, an estimated $6K.
  • IFP Advisors first reported a position in MFS Intermediate High Income Fund in Q4 2015 and held it in 10 quarters.
  • IFP Advisors's MFS Intermediate High Income Fund position peaked at $6K in Q2 2018.
  • 21 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q3 2018.

Based on IFP Advisors's 13F filing for Q3 2018, filed 25 Oct 2018.