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

Koshinski 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
2020 Q1	–	Sell	-130,586	Closed	-$362K	–	460
2019 Q4	$362K	Buy	+130,586	New	+$353K	0.06%	376
2019 Q2	–	Sell	-177,606	Closed	-$453	–	283
2019 Q1	$453	Hold	177,606	–	–	0.12%	210
2018 Q4	$380K	Buy	177,606 +90,842	+105%	+$214K	0.09%	265
2018 Q3	$229K	Buy	+86,764	New	+$224K	0.03%	481
2017 Q4	–	Sell	-84,416	Closed	-$247K	–	418
2017 Q3	$247K	Sell	84,416 -4,000	-5%	-$11.5K	0.08%	327
2017 Q2	$248K	Sell	88,416 -793,456	-90%	-$2.16M	0.09%	311
2017 Q1	$2.33M	Sell	881,872 -38,551	-4%	-$100K	0.91%	18
2016 Q4	$2.38M	Sell	920,423 -42,093	-4%	-$106K	1.18%	9
2016 Q3	$2.46M	Sell	962,516 -34,680	-3%	-$88.2K	1.22%	8
2016 Q2	$2.46M	Buy	997,196 +10,266	+1%	+$25.1K	1.34%	9
2016 Q1	$2.31M	Buy	986,930 +63,386	+7%	+$141K	1.49%	8
2015 Q4	$2.14M	Sell	923,544 -27,879	-3%	-$65.1K	1.5%	11
2015 Q3	$2.53M	Buy	951,423 +9,306	+1%	+$23K	1.61%	8
2015 Q2	$2.51M	Buy	942,117 +33,336	+4%	+$91.5K	1.58%	8
2015 Q1	$2.5M	Buy	908,781 +43,997	+5%	+$119K	1.62%	10
2014 Q4	$2.3M	Buy	+864,784	New	+$2.33M	1.3%	14

Other funds holding CIF

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

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

MAFM

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

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Koshinski Asset Management's CIF Position: Q1 2020 in Review

Koshinski Asset Management sold out of MFS Intermediate High Income Fund (CIF) in Q1 2020, closing a stake of 130,586 shares — an estimated $362K sold.

Koshinski Asset Management first reported a position in CIF in Q4 2014 and held it in 16 quarters. The position peaked at $2.53M in Q3 2015. 18 funds tracked by Wall St. Rank hold CIF as of Q1 2020.

Koshinski Asset Management reported no remaining MFS Intermediate High Income Fund position as of Q1 2020 after selling out during the quarter.
Koshinski Asset Management sold 130,586 MFS Intermediate High Income Fund shares in Q1 2020, an estimated $362K.
Koshinski Asset Management first reported a position in MFS Intermediate High Income Fund in Q4 2014 and held it in 16 quarters.
Koshinski Asset Management's MFS Intermediate High Income Fund position peaked at $2.53M in Q3 2015.
18 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q1 2020.

Based on Koshinski Asset Management's 13F filing for Q1 2020, filed 30 Apr 2020.