Stratos Wealth Partners’s MFS Intermediate High Income Fund CIF Stock Holding History

Stratos Wealth Partners’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
2019 Q4	–	Sell	-17,113	Closed	-$44K	–	985
2019 Q3	$44K	Sell	17,113 -1,115	-6%	-$2.88K	﹤0.01%	944
2019 Q2	$46K	Sell	18,228 -2,505	-12%	-$6.48K	﹤0.01%	942
2019 Q1	$53K	Hold	20,733	–	–	﹤0.01%	919
2018 Q4	$44K	Sell	20,733 -500	-2%	-$1.18K	﹤0.01%	857
2018 Q3	$56K	Buy	21,233 +400	+2%	+$1.03K	﹤0.01%	1397
2018 Q2	$52K	Sell	20,833 -4,820	-19%	-$12.8K	﹤0.01%	956
2018 Q1	$72K	Buy	+25,653	New	+$73.6K	﹤0.01%	1374

Other funds holding CIF

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

MAFM

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

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

POIA

Pin Oak Investment Advisors Houston, Texas $141M AUM 20.83% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return

SSB

Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

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

Stratos Wealth Partners's CIF Position: Q4 2019 in Review

Stratos Wealth Partners sold out of MFS Intermediate High Income Fund (CIF) in Q4 2019, closing a stake of 17,113 shares — an estimated $44K sold.

Stratos Wealth Partners first reported a position in CIF in Q1 2018 and held it in 7 quarters. The position peaked at $72K in Q1 2018. 18 funds tracked by Wall St. Rank hold CIF as of Q4 2019.

Stratos Wealth Partners reported no remaining MFS Intermediate High Income Fund position as of Q4 2019 after selling out during the quarter.
Stratos Wealth Partners sold 17,113 MFS Intermediate High Income Fund shares in Q4 2019, an estimated $44K.
Stratos Wealth Partners first reported a position in MFS Intermediate High Income Fund in Q1 2018 and held it in 7 quarters.
Stratos Wealth Partners's MFS Intermediate High Income Fund position peaked at $72K in Q1 2018.
18 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q4 2019.

Based on Stratos Wealth Partners's 13F filing for Q4 2019, filed 29 Jan 2020.