NFG
CIF

Next Financial Group’s MFS Intermediate High Income Fund CIF Stock Holding History

Next Financial Group’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
2017
Q3 		– Sell
-2,149
Closed -$6K – 1767
2017
Q2 		$6K Buy
+2,149
New +$5.84K ﹤0.01% 1483

Other funds holding CIF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Next Financial Group's CIF Position: Q3 2017 in Review

Next Financial Group sold out of MFS Intermediate High Income Fund (CIF) in Q3 2017, closing a stake of 2,149 shares — an estimated $6K sold.

Next Financial Group first reported a position in CIF in Q2 2017 and held it in 1 quarter. The position peaked at $6K in Q2 2017. 19 funds tracked by Wall St. Rank hold CIF as of Q3 2017.

  • Next Financial Group reported no remaining MFS Intermediate High Income Fund position as of Q3 2017 after selling out during the quarter.
  • Next Financial Group sold 2,149 MFS Intermediate High Income Fund shares in Q3 2017, an estimated $6K.
  • Next Financial Group first reported a position in MFS Intermediate High Income Fund in Q2 2017 and held it in 1 quarter.
  • Next Financial Group's MFS Intermediate High Income Fund position peaked at $6K in Q2 2017.
  • 19 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q3 2017.

Based on Next Financial Group's 13F filing for Q3 2017, filed 8 Nov 2017.