U
CIF

UBS’s MFS Intermediate High Income Fund CIF Stock Holding History

UBS’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
2014
Q3 		$34K Buy
12,794
+3,857
+43% +$11K ﹤0.01% 7297
2014
Q2 		$26K Sell
8,937
-321
-3% -$942 ﹤0.01% 7724
2014
Q1 		$27K Buy
9,258
+321
+4% +$929 ﹤0.01% 7681
2013
Q4 		$26K Sell
8,937
-5,593
-38% -$15.8K ﹤0.01% 7808
2013
Q3 		$40K Buy
14,530
+5,593
+63% +$15.4K ﹤0.01% 7134
2013
Q2 		$26K Buy
+8,937
New +$27.6K ﹤0.01% 7555

Other funds holding CIF

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
TC
TFS Capital West Chester, Pennsylvania $255M AUM 32.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

UBS's CIF Position: Q3 2014 in Review

UBS increased its MFS Intermediate High Income Fund (CIF) stake by 43% in Q3 2014, buying an estimated $11K and bringing the position to 12,794 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #7297.

UBS first reported a position in CIF in Q2 2013 and has held it in 6 quarters since. The position peaked at $40K in Q3 2013. 25 funds tracked by Wall St. Rank hold CIF as of Q3 2014.

  • UBS held 12,794 shares of MFS Intermediate High Income Fund worth $34K as of Q3 2014.
  • UBS bought 3,857 MFS Intermediate High Income Fund shares in Q3 2014, an estimated $11K.
  • MFS Intermediate High Income Fund made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7297 holding.
  • UBS first reported a position in MFS Intermediate High Income Fund in Q2 2013 and has held it in 6 quarters since.
  • UBS's MFS Intermediate High Income Fund position peaked at $40K in Q3 2013.
  • 25 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.