OFG
CIF

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

OTA 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
2018
Q4 		– Sell
-85,455
Closed -$215K – 66
2018
Q3 		$215K Hold
85,455
– – 0.09% 55
2018
Q2 		$215K Buy
+85,455
New +$226K 0.08% 64

Other funds holding CIF

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
POIA
Pin Oak Investment Advisors Houston, Texas $141M AUM 20.83% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return

OTA Financial Group's CIF Position: Q4 2018 in Review

OTA Financial Group sold out of MFS Intermediate High Income Fund (CIF) in Q4 2018, closing a stake of 85,455 shares — an estimated $215K sold.

OTA Financial Group first reported a position in CIF in Q2 2018 and held it in 2 quarters. The position peaked at $215K in Q3 2018. 28 funds tracked by Wall St. Rank hold CIF as of Q4 2018.

  • OTA Financial Group reported no remaining MFS Intermediate High Income Fund position as of Q4 2018 after selling out during the quarter.
  • OTA Financial Group sold 85,455 MFS Intermediate High Income Fund shares in Q4 2018, an estimated $215K.
  • OTA Financial Group first reported a position in MFS Intermediate High Income Fund in Q2 2018 and held it in 2 quarters.
  • OTA Financial Group's MFS Intermediate High Income Fund position peaked at $215K in Q3 2018.
  • 28 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q4 2018.

Based on OTA Financial Group's 13F filing for Q4 2018, filed 24 Jan 2019.