MIM
CIF

Merrion Investment Management’s MFS Intermediate High Income Fund CIF Stock Holding History

Merrion Investment 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
2021
Q1 		– Sell
-1,000
Closed -$3K – 106
2020
Q4 		$3K Buy
+1,000
New +$2.45K ﹤0.01% 226

Other funds holding CIF

LPL Financial
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
CWM
Collaborative Wealth Management Lake Mary, Florida $238M AUM 17.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
POIA
Pin Oak Investment Advisors Houston, Texas $141M AUM 20.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Merrion Investment Management's CIF Position: Q1 2021 in Review

Merrion Investment Management sold out of MFS Intermediate High Income Fund (CIF) in Q1 2021, closing a stake of 1,000 shares — an estimated $3K sold.

Merrion Investment Management first reported a position in CIF in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 19 funds tracked by Wall St. Rank hold CIF as of Q1 2021.

  • Merrion Investment Management reported no remaining MFS Intermediate High Income Fund position as of Q1 2021 after selling out during the quarter.
  • Merrion Investment Management sold 1,000 MFS Intermediate High Income Fund shares in Q1 2021, an estimated $3K.
  • Merrion Investment Management first reported a position in MFS Intermediate High Income Fund in Q4 2020 and held it in 1 quarter.
  • Merrion Investment Management's MFS Intermediate High Income Fund position peaked at $3K in Q4 2020.
  • 19 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q1 2021.

Based on Merrion Investment Management's 13F filing for Q1 2021, filed 29 Apr 2021.