LMKC
CIF

L.M. Kohn & Company’s MFS Intermediate High Income Fund CIF Stock Holding History

L.M. Kohn & Company’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
2025
Q2 		– Sell
-16,000
Closed -$27.4K – 281
2025
Q1 		$27.4K Buy
+16,000
New +$27.7K 0.01% 275
2024
Q4 		– Sell
-16,000
Closed -$28.5K – 266
2024
Q3 		$28.5K Buy
+16,000
New +$28K 0.01% 285
2024
Q2 		– Sell
-17,625
Closed -$30.4K – 273
2024
Q1 		$30.4K Hold
17,625
– – 0.01% 273
2023
Q4 		$30.3K Hold
17,625
– – 0.01% 246
2023
Q3 		$27.7K Hold
17,625
– – 0.01% 238
2023
Q2 		$28.7K Sell
17,625
-2,500
-12% -$4.13K 0.01% 236
2023
Q1 		$33.8K Hold
20,125
– – 0.01% 222
2022
Q4 		$34.3K Sell
20,125
-7,000
-26% -$12.4K 0.02% 222
2022
Q3 		$46K Buy
27,125
+3,000
+12% +$5.84K 0.02% 217
2022
Q2 		$46K Hold
24,125
– – 0.02% 232
2022
Q1 		$59K Buy
+24,125
New +$57.9K 0.02% 239

Other funds holding CIF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
POIA
Pin Oak Investment Advisors Houston, Texas $141M AUM 20.83% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $238M AUM 17.65% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

L.M. Kohn & Company's CIF Position: Q2 2025 in Review

L.M. Kohn & Company sold out of MFS Intermediate High Income Fund (CIF) in Q2 2025, closing a stake of 16,000 shares — an estimated $27.4K sold.

L.M. Kohn & Company first reported a position in CIF in Q1 2022 and held it in 11 quarters. The position peaked at $59K in Q1 2022. 21 funds tracked by Wall St. Rank hold CIF as of Q2 2025.

  • L.M. Kohn & Company reported no remaining MFS Intermediate High Income Fund position as of Q2 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 16,000 MFS Intermediate High Income Fund shares in Q2 2025, an estimated $27.4K.
  • L.M. Kohn & Company first reported a position in MFS Intermediate High Income Fund in Q1 2022 and held it in 11 quarters.
  • L.M. Kohn & Company's MFS Intermediate High Income Fund position peaked at $59K in Q1 2022.
  • 21 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q2 2025.

Based on L.M. Kohn & Company's 13F filing for Q2 2025, filed 4 Aug 2025.