PWSG
CIF

Pacific Wealth Strategies Group’s MFS Intermediate High Income Fund CIF Stock Holding History

Pacific Wealth Strategies 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
Q2 		– Sell
-11,639
Closed -$33K – 81
2018
Q1 		$33K Hold
11,639
– – 0.02% 82
2017
Q4 		$34K Sell
11,639
-2,200
-16% -$6.25K 0.02% 81
2017
Q3 		$41K Hold
13,839
– – 0.03% 78
2017
Q2 		$39K Hold
13,839
– – 0.03% 76
2017
Q1 		$37K Hold
13,839
– – 0.03% 76
2016
Q4 		$36K Buy
+13,839
New +$34.8K 0.04% 70

Other funds holding CIF

LCM
Laurion Capital Management New York $2.29B AUM 75.73% 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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
OFG
OTA Financial Group Purchase, New York $143M AUM 16.9% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
POIA
Pin Oak Investment Advisors Houston, Texas $141M AUM 20.83% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Pacific Wealth Strategies Group's CIF Position: Q2 2018 in Review

Pacific Wealth Strategies Group sold out of MFS Intermediate High Income Fund (CIF) in Q2 2018, closing a stake of 11,639 shares — an estimated $33K sold.

Pacific Wealth Strategies Group first reported a position in CIF in Q4 2016 and held it in 6 quarters. The position peaked at $41K in Q3 2017. 29 funds tracked by Wall St. Rank hold CIF as of Q2 2018.

  • Pacific Wealth Strategies Group reported no remaining MFS Intermediate High Income Fund position as of Q2 2018 after selling out during the quarter.
  • Pacific Wealth Strategies Group sold 11,639 MFS Intermediate High Income Fund shares in Q2 2018, an estimated $33K.
  • Pacific Wealth Strategies Group first reported a position in MFS Intermediate High Income Fund in Q4 2016 and held it in 6 quarters.
  • Pacific Wealth Strategies Group's MFS Intermediate High Income Fund position peaked at $41K in Q3 2017.
  • 29 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q2 2018.

Based on Pacific Wealth Strategies Group's 13F filing for Q2 2018, filed 6 Mar 2019.