Janney Montgomery Scott
CIF

Janney Montgomery Scott’s MFS Intermediate High Income Fund CIF Stock Holding History

Janney Montgomery Scott’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
2023
Q1 		– Sell
-11,222
Closed -$19K – 2580
2022
Q4 		$19K Buy
+11,222
New +$19.8K ﹤0.01% 2539
2022
Q1 		– Sell
-47,122
Closed -$130K – 2252
2021
Q4 		$130K Buy
+47,122
New +$139K ﹤0.01% 2290
2017
Q1 		– Sell
-35,559
Closed -$92K – 1746
2016
Q4 		$92K Hold
35,559
– – ﹤0.01% 1626
2016
Q3 		$91K Buy
+35,559
New +$90.4K ﹤0.01% 1475
2016
Q2 		– Sell
-57,209
Closed -$134K – 749
2016
Q1 		$134K Buy
57,209
+18,650
+48% +$41.4K ﹤0.01% 1198
2015
Q4 		$89K Buy
38,559
+3,000
+8% +$7.01K ﹤0.01% 1319
2015
Q3 		$81K Buy
+35,559
New +$87.9K ﹤0.01% 1349

Other funds holding CIF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $238M AUM 17.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
SBIA
Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott's CIF Position: Q1 2023 in Review

Janney Montgomery Scott sold out of MFS Intermediate High Income Fund (CIF) in Q1 2023, closing a stake of 11,222 shares — an estimated $19K sold.

Janney Montgomery Scott first reported a position in CIF in Q3 2015 and held it in 7 quarters. The position peaked at $134K in Q1 2016. 19 funds tracked by Wall St. Rank hold CIF as of Q1 2023.

  • Janney Montgomery Scott reported no remaining MFS Intermediate High Income Fund position as of Q1 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 11,222 MFS Intermediate High Income Fund shares in Q1 2023, an estimated $19K.
  • Janney Montgomery Scott first reported a position in MFS Intermediate High Income Fund in Q3 2015 and held it in 7 quarters.
  • Janney Montgomery Scott's MFS Intermediate High Income Fund position peaked at $134K in Q1 2016.
  • 19 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q1 2023.

Based on Janney Montgomery Scott's 13F filing for Q1 2023, filed 28 Apr 2023.