SBIA
CIF

Sheaff Brock Investment Advisors’s MFS Intermediate High Income Fund CIF Stock Holding History

Sheaff Brock Investment 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
2024
Q2 		– Sell
-25,925
Closed -$44.7K – 466
2024
Q1 		$44.7K Hold
25,925
– – ﹤0.01% 499
2023
Q4 		$44.6K Sell
25,925
-3,000
-10% -$4.83K ﹤0.01% 470
2023
Q3 		$45.4K Buy
28,925
+2,400
+9% +$3.96K ﹤0.01% 449
2023
Q2 		$43.2K Hold
26,525
– – ﹤0.01% 479
2023
Q1 		$44.6K Hold
26,525
– – ﹤0.01% 504
2022
Q4 		$45.2K Hold
26,525
– – ﹤0.01% 496
2022
Q3 		$45K Hold
26,525
– – ﹤0.01% 487
2022
Q2 		$50K Hold
26,525
– – ﹤0.01% 489
2022
Q1 		$64K Buy
26,525
+2,265
+9% +$5.43K ﹤0.01% 527
2021
Q4 		$67K Buy
24,260
+6,780
+39% +$20K ﹤0.01% 534
2021
Q3 		$53K Buy
17,480
+1,435
+9% +$4.5K ﹤0.01% 544
2021
Q2 		$54K Buy
16,045
+5,300
+49% +$15.2K ﹤0.01% 520
2021
Q1 		$27K Buy
+10,745
New +$27.2K ﹤0.01% 500

Other funds holding CIF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
POIA
Pin Oak Investment Advisors Houston, Texas $141M AUM 20.83% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $238M AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return

Sheaff Brock Investment Advisors's CIF Position: Q2 2024 in Review

Sheaff Brock Investment Advisors sold out of MFS Intermediate High Income Fund (CIF) in Q2 2024, closing a stake of 25,925 shares — an estimated $44.7K sold.

Sheaff Brock Investment Advisors first reported a position in CIF in Q1 2021 and held it in 13 quarters. The position peaked at $67K in Q4 2021. 20 funds tracked by Wall St. Rank hold CIF as of Q2 2024.

  • Sheaff Brock Investment Advisors reported no remaining MFS Intermediate High Income Fund position as of Q2 2024 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 25,925 MFS Intermediate High Income Fund shares in Q2 2024, an estimated $44.7K.
  • Sheaff Brock Investment Advisors first reported a position in MFS Intermediate High Income Fund in Q1 2021 and held it in 13 quarters.
  • Sheaff Brock Investment Advisors's MFS Intermediate High Income Fund position peaked at $67K in Q4 2021.
  • 20 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q2 2024.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.