RCA
CIF

Rowland Carmichael Advisors’s MFS Intermediate High Income Fund CIF Stock Holding History

Rowland Carmichael 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
2016
Q3 		– Sell
-57,158
Closed -$141K – 292
2016
Q2 		$141K Hold
57,158
– – 0.09% 226
2016
Q1 		$134K Buy
+57,158
New +$127K 0.12% 145

Other funds holding CIF

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rowland Carmichael Advisors's CIF Position: Q3 2016 in Review

Rowland Carmichael Advisors sold out of MFS Intermediate High Income Fund (CIF) in Q3 2016, closing a stake of 57,158 shares — an estimated $141K sold.

Rowland Carmichael Advisors first reported a position in CIF in Q1 2016 and held it in 2 quarters. The position peaked at $141K in Q2 2016. 24 funds tracked by Wall St. Rank hold CIF as of Q3 2016.

  • Rowland Carmichael Advisors reported no remaining MFS Intermediate High Income Fund position as of Q3 2016 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 57,158 MFS Intermediate High Income Fund shares in Q3 2016, an estimated $141K.
  • Rowland Carmichael Advisors first reported a position in MFS Intermediate High Income Fund in Q1 2016 and held it in 2 quarters.
  • Rowland Carmichael Advisors's MFS Intermediate High Income Fund position peaked at $141K in Q2 2016.
  • 24 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q3 2016.

Based on Rowland Carmichael Advisors's 13F filing for Q3 2016, filed 10 Feb 2020.