Mid Atlantic Financial Management’s MFS Intermediate High Income Fund CIF Stock Holding History

Mid Atlantic Financial 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 Q3	$367K	Buy	121,100 +97,200	+407%	+$305K	0.02%	574
2021 Q2	$80K	Sell	23,900 -167,500	-88%	-$479K	0.01%	904
2021 Q1	$484K	Buy	191,400 +59,414	+45%	+$151K	0.04%	440
2020 Q4	$335K	Buy	131,986 +24,086	+22%	+$58.9K	0.03%	533
2020 Q3	$268K	Buy	107,900 +1,500	+1%	+$3.42K	0.02%	560
2020 Q2	$229K	Buy	106,400 +14,110	+15%	+$30K	0.02%	582
2020 Q1	$194K	Buy	92,290 +51,890	+128%	+$137K	0.02%	569
2019 Q4	$113K	Sell	40,400 -48,532	-55%	-$131K	0.01%	690
2019 Q3	$230K	Buy	88,932 +47,632	+115%	+$123K	0.02%	588
2019 Q2	$105K	Buy	41,300 +2,500	+6%	+$6.46K	0.01%	691
2019 Q1	$99K	Buy	+38,800	New	+$92.7K	0.01%	678

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

SBIA

Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Mid Atlantic Financial Management's CIF Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its MFS Intermediate High Income Fund (CIF) stake by 407% in Q3 2021, buying an estimated $305K and bringing the position to 121,100 shares worth $367K. The position accounts for 0.02% of the portfolio, ranked #574.

Mid Atlantic Financial Management first reported a position in CIF in Q1 2019 and has held it in 11 quarters since. The position peaked at $484K in Q1 2021. 15 funds tracked by Wall St. Rank hold CIF as of Q3 2021.

Mid Atlantic Financial Management held 121,100 shares of MFS Intermediate High Income Fund worth $367K as of Q3 2021.
Mid Atlantic Financial Management bought 97,200 MFS Intermediate High Income Fund shares in Q3 2021, an estimated $305K.
MFS Intermediate High Income Fund made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #574 holding.
Mid Atlantic Financial Management first reported a position in MFS Intermediate High Income Fund in Q1 2019 and has held it in 11 quarters since.
Mid Atlantic Financial Management's MFS Intermediate High Income Fund position peaked at $484K in Q1 2021.
15 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.