MCC
CIF

Money Concepts Capital’s MFS Intermediate High Income Fund CIF Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-6,000
Closed -$10.2K – 887
2022
Q4 		$10.2K Buy
+6,000
New +$10.6K ﹤0.01% 1994
2022
Q2 		– Sell
-6,000
Closed -$15K – 1636
2022
Q1 		$15K Buy
+6,000
New +$14.4K ﹤0.01% 1731

Other funds holding CIF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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 $68.3B AUM 20.5% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
SBIA
Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Money Concepts Capital's CIF Position: Q1 2023 in Review

Money Concepts Capital sold out of MFS Intermediate High Income Fund (CIF) in Q1 2023, closing a stake of 6,000 shares — an estimated $10.2K sold.

Money Concepts Capital first reported a position in CIF in Q1 2022 and held it in 2 quarters. The position peaked at $15K in Q1 2022. 19 funds tracked by Wall St. Rank hold CIF as of Q1 2023.

  • Money Concepts Capital reported no remaining MFS Intermediate High Income Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 6,000 MFS Intermediate High Income Fund shares in Q1 2023, an estimated $10.2K.
  • Money Concepts Capital first reported a position in MFS Intermediate High Income Fund in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's MFS Intermediate High Income Fund position peaked at $15K in Q1 2022.
  • 19 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.