THWM
CIF

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

Taylor Hoffman 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
2018
Q4 		– Sell
-928
Closed -$2K – 415
2018
Q3 		$2K Hold
928
– – ﹤0.01% 379
2018
Q2 		$2K Hold
928
– – ﹤0.01% 363
2018
Q1 		$3K Hold
928
– – ﹤0.01% 357
2017
Q4 		$3K Buy
+928
New +$2.64K ﹤0.01% 364

Other funds holding CIF

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
POIA
Pin Oak Investment Advisors Houston, Texas $141M AUM 20.83% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Taylor Hoffman Wealth Management's CIF Position: Q4 2018 in Review

Taylor Hoffman Wealth Management sold out of MFS Intermediate High Income Fund (CIF) in Q4 2018, closing a stake of 928 shares — an estimated $2K sold.

Taylor Hoffman Wealth Management first reported a position in CIF in Q4 2017 and held it in 4 quarters. The position peaked at $3K in Q1 2018. 28 funds tracked by Wall St. Rank hold CIF as of Q4 2018.

  • Taylor Hoffman Wealth Management reported no remaining MFS Intermediate High Income Fund position as of Q4 2018 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 928 MFS Intermediate High Income Fund shares in Q4 2018, an estimated $2K.
  • Taylor Hoffman Wealth Management first reported a position in MFS Intermediate High Income Fund in Q4 2017 and held it in 4 quarters.
  • Taylor Hoffman Wealth Management's MFS Intermediate High Income Fund position peaked at $3K in Q1 2018.
  • 28 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q4 2018.

Based on Taylor Hoffman Wealth Management's 13F filing for Q4 2018, filed 1 Feb 2019.