Sandy Spring Bank’s MFS Intermediate High Income Fund CIF Stock Holding History

Sandy Spring Bank’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
2021 Q2	–	Sell	-20,000	Closed	-$51K	–	1141
2021 Q1	$51K	Hold	20,000	–	–	﹤0.01%	506
2020 Q4	$51K	Hold	20,000	–	–	﹤0.01%	486
2020 Q3	$47K	Hold	20,000	–	–	﹤0.01%	467
2020 Q2	$43K	Hold	20,000	–	–	﹤0.01%	475
2020 Q1	$42K	Hold	20,000	–	–	﹤0.01%	463
2019 Q4	$56K	Hold	20,000	–	–	﹤0.01%	453
2019 Q3	$52K	Hold	20,000	–	–	﹤0.01%	464
2019 Q2	$51K	Hold	20,000	–	–	﹤0.01%	456
2019 Q1	$51K	Hold	20,000	–	–	﹤0.01%	442
2018 Q4	$43K	Hold	20,000	–	–	﹤0.01%	463
2018 Q3	$53K	Hold	20,000	–	–	﹤0.01%	458
2018 Q2	$50K	Hold	20,000	–	–	﹤0.01%	463
2018 Q1	$56K	Hold	20,000	–	–	0.01%	459
2017 Q4	$59K	Hold	20,000	–	–	0.01%	429
2017 Q3	$59K	Hold	20,000	–	–	0.01%	422
2017 Q2	$56K	Hold	20,000	–	–	0.01%	437
2017 Q1	$53K	Hold	20,000	–	–	0.01%	446
2016 Q4	$52K	Hold	20,000	–	–	0.01%	437
2016 Q3	$51K	Hold	20,000	–	–	0.01%	427
2016 Q2	$49K	Hold	20,000	–	–	0.01%	439
2016 Q1	$47K	Hold	20,000	–	–	0.01%	445
2015 Q4	$46K	Hold	20,000	–	–	0.01%	433
2015 Q3	$45K	Hold	20,000	–	–	0.01%	448
2015 Q2	$53K	Hold	20,000	–	–	0.01%	449
2015 Q1	$55K	Buy	+20,000	New	+$54.3K	0.01%	438

Other funds holding CIF

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

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

Sandy Spring Bank's CIF Position: Q2 2021 in Review

Sandy Spring Bank sold out of MFS Intermediate High Income Fund (CIF) in Q2 2021, closing a stake of 20,000 shares — an estimated $51K sold.

Sandy Spring Bank first reported a position in CIF in Q1 2015 and held it in 25 quarters. The position peaked at $59K in Q4 2017. 17 funds tracked by Wall St. Rank hold CIF as of Q2 2021.

Sandy Spring Bank reported no remaining MFS Intermediate High Income Fund position as of Q2 2021 after selling out during the quarter.
Sandy Spring Bank sold 20,000 MFS Intermediate High Income Fund shares in Q2 2021, an estimated $51K.
Sandy Spring Bank first reported a position in MFS Intermediate High Income Fund in Q1 2015 and held it in 25 quarters.
Sandy Spring Bank's MFS Intermediate High Income Fund position peaked at $59K in Q4 2017.
17 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q2 2021.

Based on Sandy Spring Bank's 13F filing for Q2 2021, filed 9 Aug 2021.