PAG
CIF

Private Advisor Group’s MFS Intermediate High Income Fund CIF Stock Holding History

Private Advisor 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
2020
Q3 		– Sell
-3,965
Closed -$9K – 1873
2020
Q2 		$9K Buy
+3,965
New +$8.43K ﹤0.01% 2964
2017
Q3 		– Sell
-10,888
Closed -$30K – 1472
2017
Q2 		$30K Buy
+10,888
New +$29.6K ﹤0.01% 1364
2017
Q1 		– Sell
-10,888
Closed -$28K – 1414
2016
Q4 		$28K Hold
10,888
– – ﹤0.01% 1247
2016
Q3 		$28K Hold
10,888
– – ﹤0.01% 1105
2016
Q2 		$27K Sell
10,888
-5,272
-33% -$12.9K ﹤0.01% 1097
2016
Q1 		$38K Buy
+16,160
New +$35.8K ﹤0.01% 1007

Other funds holding CIF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
POIA
Pin Oak Investment Advisors Houston, Texas $141M AUM 20.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Private Advisor Group's CIF Position: Q3 2020 in Review

Private Advisor Group sold out of MFS Intermediate High Income Fund (CIF) in Q3 2020, closing a stake of 3,965 shares — an estimated $9K sold.

Private Advisor Group first reported a position in CIF in Q1 2016 and held it in 6 quarters. The position peaked at $38K in Q1 2016. 15 funds tracked by Wall St. Rank hold CIF as of Q3 2020.

  • Private Advisor Group reported no remaining MFS Intermediate High Income Fund position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 3,965 MFS Intermediate High Income Fund shares in Q3 2020, an estimated $9K.
  • Private Advisor Group first reported a position in MFS Intermediate High Income Fund in Q1 2016 and held it in 6 quarters.
  • Private Advisor Group's MFS Intermediate High Income Fund position peaked at $38K in Q1 2016.
  • 15 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.