SeaCrest Wealth Management’s MFS Intermediate High Income Fund CIF Stock Holding History

SeaCrest Wealth Management’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
2022 Q1	–	Sell	-18,821	Closed	-$52K	–	721
2021 Q4	$52K	Sell	18,821 -453	-2%	-$1.34K	0.01%	699
2021 Q3	$58K	Sell	19,274 -16,829	-47%	-$52.7K	0.01%	667
2021 Q2	$121K	Buy	36,103 +759	+2%	+$2.17K	0.01%	668
2021 Q1	$89K	Buy	35,344 +13,875	+65%	+$35.2K	0.01%	648
2020 Q4	$55K	Buy	21,469 +6,526	+44%	+$16K	0.01%	612
2020 Q3	$35K	Buy	+14,943	New	+$34.1K	0.01%	576

Other funds holding CIF

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

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

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

SBIA

Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return

LMKC

L.M. Kohn & Company Cincinnati, Ohio $83.2M AUM 19.1% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

SeaCrest Wealth Management's CIF Position: Q1 2022 in Review

SeaCrest Wealth Management sold out of MFS Intermediate High Income Fund (CIF) in Q1 2022, closing a stake of 18,821 shares — an estimated $52K sold.

SeaCrest Wealth Management first reported a position in CIF in Q3 2020 and held it in 6 quarters. The position peaked at $121K in Q2 2021. 20 funds tracked by Wall St. Rank hold CIF as of Q1 2022.

SeaCrest Wealth Management reported no remaining MFS Intermediate High Income Fund position as of Q1 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 18,821 MFS Intermediate High Income Fund shares in Q1 2022, an estimated $52K.
SeaCrest Wealth Management first reported a position in MFS Intermediate High Income Fund in Q3 2020 and held it in 6 quarters.
SeaCrest Wealth Management's MFS Intermediate High Income Fund position peaked at $121K in Q2 2021.
20 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q1 2022.

Based on SeaCrest Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.