PMFA
CIF

Plante Moran Financial Advisors’s MFS Intermediate High Income Fund CIF Stock Holding History

Plante Moran Financial 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
2018
Q3 		– Sell
-3,750
Closed -$9K – 766
2018
Q2 		$9K Buy
+3,750
New +$9.94K ﹤0.01% 551

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
OFG
OTA Financial Group Purchase, New York $143M AUM 16.9% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Plante Moran Financial Advisors's CIF Position: Q3 2018 in Review

Plante Moran Financial Advisors sold out of MFS Intermediate High Income Fund (CIF) in Q3 2018, closing a stake of 3,750 shares — an estimated $9K sold.

Plante Moran Financial Advisors first reported a position in CIF in Q2 2018 and held it in 1 quarter. The position peaked at $9K in Q2 2018. 21 funds tracked by Wall St. Rank hold CIF as of Q3 2018.

  • Plante Moran Financial Advisors reported no remaining MFS Intermediate High Income Fund position as of Q3 2018 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 3,750 MFS Intermediate High Income Fund shares in Q3 2018, an estimated $9K.
  • Plante Moran Financial Advisors first reported a position in MFS Intermediate High Income Fund in Q2 2018 and held it in 1 quarter.
  • Plante Moran Financial Advisors's MFS Intermediate High Income Fund position peaked at $9K in Q2 2018.
  • 21 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q3 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.