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CIF

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

NewEdge 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
2026
Q1 		$53.3K Sell
32,900
-23,700
-42% -$39.9K ﹤0.01% 2918
2025
Q4 		$96.2K Sell
56,600
-2,000
-3% -$3.46K ﹤0.01% 2773
2025
Q3 		$103K Sell
58,600
-12,100
-17% -$21.2K ﹤0.01% 2595
2025
Q2 		$123K Sell
70,700
-16,600
-19% -$28K ﹤0.01% 2353
2025
Q1 		$149K Sell
87,300
-3,400
-4% -$5.88K ﹤0.01% 2183
2024
Q4 		$157K Sell
90,700
-16,600
-15% -$29.1K ﹤0.01% 2153
2024
Q3 		$191K Sell
107,300
-15,300
-12% -$26.8K ﹤0.01% 2012
2024
Q2 		$208K Sell
122,600
-16,800
-12% -$28.3K ﹤0.01% 1903
2024
Q1 		$240K Sell
139,400
-19,399
-12% -$33.3K ﹤0.01% 1754
2023
Q4 		$270K Sell
158,799
-11,500
-7% -$18.5K ﹤0.01% 1587
2023
Q3 		$267K Sell
170,299
-53,900
-24% -$88.9K ﹤0.01% 1487
2023
Q2 		$365K Sell
224,199
-4,500
-2% -$7.42K ﹤0.01% 1364
2023
Q1 		$374K Sell
228,699
-5,900
-3% -$10.5K ﹤0.01% 1255
2022
Q4 		$400K Sell
234,599
-3,000
-1% -$5.3K 0.01% 879
2022
Q3 		$406K Sell
237,599
-8,501
-3% -$16.5K 0.01% 1065
2022
Q2 		$468K Buy
246,100
+2,800
+1% +$6.09K 0.01% 1018
2022
Q1 		$591K Buy
243,300
+32,400
+15% +$77.7K 0.01% 805
2021
Q4 		$582K Buy
+210,900
New +$623K 0.01% 998

Other funds holding CIF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
POIA
Pin Oak Investment Advisors Houston, Texas $141M AUM 20.83% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $238M AUM 17.65% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $136M AUM

NewEdge Advisors's CIF Position: Q1 2026 in Review

NewEdge Advisors reduced its MFS Intermediate High Income Fund (CIF) stake by 42% in Q1 2026, selling an estimated $39.9K and leaving 32,900 shares worth $53.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2918.

NewEdge Advisors first reported a position in CIF in Q4 2021 and has held it in 18 quarters since. The position peaked at $591K in Q1 2022. 28 funds tracked by Wall St. Rank hold CIF as of Q1 2026.

  • NewEdge Advisors held 32,900 shares of MFS Intermediate High Income Fund worth $53.3K as of Q1 2026.
  • NewEdge Advisors sold 23,700 MFS Intermediate High Income Fund shares in Q1 2026, an estimated $39.9K.
  • MFS Intermediate High Income Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2918 holding.
  • NewEdge Advisors first reported a position in MFS Intermediate High Income Fund in Q4 2021 and has held it in 18 quarters since.
  • NewEdge Advisors's MFS Intermediate High Income Fund position peaked at $591K in Q1 2022.
  • 28 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.