SA
CIF

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

SFI 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
2023
Q4 		– Sell
-57,710
Closed -$90.6K – 95
2023
Q3 		$90.6K Hold
57,710
– – 0.09% 77
2023
Q2 		$94.1K Hold
57,710
– – 0.09% 70
2023
Q1 		$97K Buy
+57,710
New +$103K 0.1% 71

Other funds holding CIF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $238M AUM 17.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

SFI Advisors's CIF Position: Q4 2023 in Review

SFI Advisors sold out of MFS Intermediate High Income Fund (CIF) in Q4 2023, closing a stake of 57,710 shares — an estimated $90.6K sold.

SFI Advisors first reported a position in CIF in Q1 2023 and held it in 3 quarters. The position peaked at $97K in Q1 2023. 19 funds tracked by Wall St. Rank hold CIF as of Q4 2023.

  • SFI Advisors reported no remaining MFS Intermediate High Income Fund position as of Q4 2023 after selling out during the quarter.
  • SFI Advisors sold 57,710 MFS Intermediate High Income Fund shares in Q4 2023, an estimated $90.6K.
  • SFI Advisors first reported a position in MFS Intermediate High Income Fund in Q1 2023 and held it in 3 quarters.
  • SFI Advisors's MFS Intermediate High Income Fund position peaked at $97K in Q1 2023.
  • 19 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q4 2023.

Based on SFI Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.