MA
CIF

MONECO Advisors’s MFS Intermediate High Income Fund CIF Stock Holding History

MONECO Advisors’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
2022
Q3 		– Sell
-10,630
Closed -$20K – 250
2022
Q2 		$20K Hold
10,630
– – 0.01% 247
2022
Q1 		$26K Hold
10,630
– – 0.01% 244
2021
Q4 		$25K Hold
10,630
– – 0.01% 244
2021
Q3 		$32K Hold
10,630
– – 0.01% 255
2021
Q2 		$36K Sell
10,630
-1,960
-16% -$5.6K 0.02% 221
2021
Q1 		$32K Buy
+12,590
New +$31.9K 0.02% 217

Other funds holding CIF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 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 $85.1B AUM 27.35% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
LMKC
L.M. Kohn & Company Cincinnati, Ohio $83.2M AUM 19.1% 1-Year Est. Return
SBIA
Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return

MONECO Advisors's CIF Position: Q3 2022 in Review

MONECO Advisors sold out of MFS Intermediate High Income Fund (CIF) in Q3 2022, closing a stake of 10,630 shares — an estimated $20K sold.

MONECO Advisors first reported a position in CIF in Q1 2021 and held it in 6 quarters. The position peaked at $36K in Q2 2021. 19 funds tracked by Wall St. Rank hold CIF as of Q3 2022.

  • MONECO Advisors reported no remaining MFS Intermediate High Income Fund position as of Q3 2022 after selling out during the quarter.
  • MONECO Advisors sold 10,630 MFS Intermediate High Income Fund shares in Q3 2022, an estimated $20K.
  • MONECO Advisors first reported a position in MFS Intermediate High Income Fund in Q1 2021 and held it in 6 quarters.
  • MONECO Advisors's MFS Intermediate High Income Fund position peaked at $36K in Q2 2021.
  • 19 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q3 2022.

Based on MONECO Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.