SS
CIF

Sunbelt Securities’s MFS Intermediate High Income Fund CIF Stock Holding History

Sunbelt Securities’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
2020
Q1 		– Sell
-12,200
Closed -$34K – 410
2019
Q4 		$34K Hold
12,200
– – ﹤0.01% 604
2019
Q3 		$32K Buy
+12,200
New +$31.6K ﹤0.01% 577

Other funds holding CIF

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
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
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Sunbelt Securities's CIF Position: Q1 2020 in Review

Sunbelt Securities sold out of MFS Intermediate High Income Fund (CIF) in Q1 2020, closing a stake of 12,200 shares — an estimated $34K sold.

Sunbelt Securities first reported a position in CIF in Q3 2019 and held it in 2 quarters. The position peaked at $34K in Q4 2019. 18 funds tracked by Wall St. Rank hold CIF as of Q1 2020.

  • Sunbelt Securities reported no remaining MFS Intermediate High Income Fund position as of Q1 2020 after selling out during the quarter.
  • Sunbelt Securities sold 12,200 MFS Intermediate High Income Fund shares in Q1 2020, an estimated $34K.
  • Sunbelt Securities first reported a position in MFS Intermediate High Income Fund in Q3 2019 and held it in 2 quarters.
  • Sunbelt Securities's MFS Intermediate High Income Fund position peaked at $34K in Q4 2019.
  • 18 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q1 2020.

Based on Sunbelt Securities's 13F filing for Q1 2020, filed 15 May 2020.