Pin Oak Investment Advisors’s MFS Intermediate High Income Fund CIF Stock Holding History

Pin Oak Investment 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	$278K	Hold	171,400	–	–	0.2%	85
2025 Q4	$293K	Buy	171,400 +5,500	+3%	+$9.52K	0.21%	81
2025 Q3	$293K	Buy	165,900 +86,000	+108%	+$151K	0.21%	81
2025 Q2	$136K	Hold	79,900	–	–	0.12%	121
2025 Q1	$137K	Sell	79,900 -21,700	-21%	-$37.5K	0.1%	127
2024 Q4	$181K	Hold	101,600	–	–	0.16%	94
2024 Q3	$180K	Buy	101,600 +45,000	+80%	+$78.8K	0.16%	95
2024 Q2	$96K	Buy	56,600 +3,000	+6%	+$5.06K	0.09%	134
2024 Q1	$92K	Buy	+53,600	New	+$92K	0.09%	137
2023 Q4	–	Sell	-53,600	Closed	-$84K	–	460
2023 Q3	$84K	Buy	+53,600	New	+$88.4K	0.09%	131
2021 Q2	–	Sell	-32,157	Closed	-$81K	–	406
2021 Q1	$81K	Hold	32,157	–	–	0.07%	147
2020 Q4	$82K	Sell	32,157 -3,585	-10%	-$8.77K	0.07%	150
2020 Q3	$83K	Buy	35,742 +4,600	+15%	+$10.5K	0.08%	137
2020 Q2	$67K	Hold	31,142	–	–	0.06%	150
2020 Q1	$65K	Hold	31,142	–	–	0.07%	152
2019 Q4	$87K	Hold	31,142	–	–	0.07%	147
2019 Q3	$81K	Hold	31,142	–	–	0.07%	158
2019 Q2	$79K	Hold	31,142	–	–	0.06%	168
2019 Q1	$79K	Hold	31,142	–	–	0.06%	161
2018 Q4	$67K	Sell	31,142 -5,375	-15%	-$12.6K	0.06%	164
2018 Q3	$96K	Sell	36,517 -10,070	-22%	-$26K	0.07%	154
2018 Q2	$117K	Sell	46,587 -2,510	-5%	-$6.65K	0.09%	143
2018 Q1	$138K	Sell	49,097 -2,510	-5%	-$7.2K	0.11%	132
2017 Q4	$152K	Buy	+51,607	New	+$147K	0.12%	129

Other funds holding CIF

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Pin Oak Investment Advisors's CIF Position: Q1 2026 in Review

Pin Oak Investment Advisors held its MFS Intermediate High Income Fund (CIF) position steady in Q1 2026 at 171,400 shares worth $278K. The position accounts for 0.2% of the portfolio, ranked #85.

Pin Oak Investment Advisors first reported a position in CIF in Q4 2017 and has held it in 24 quarters since. The position peaked at $293K in Q4 2025. 28 funds tracked by Wall St. Rank hold CIF as of Q1 2026.

Pin Oak Investment Advisors held 171,400 shares of MFS Intermediate High Income Fund worth $278K as of Q1 2026.
Pin Oak Investment Advisors left its MFS Intermediate High Income Fund share count unchanged in Q1 2026.
MFS Intermediate High Income Fund made up 0.2% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #85 holding.
Pin Oak Investment Advisors first reported a position in MFS Intermediate High Income Fund in Q4 2017 and has held it in 24 quarters since.
Pin Oak Investment Advisors's MFS Intermediate High Income Fund position peaked at $293K in Q4 2025.
28 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q1 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.