WA
CIF

Wealthstar Advisors’s MFS Intermediate High Income Fund CIF Stock Holding History

Wealthstar 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
2020
Q1 		– Sell
-650,000
Closed -$18K – 73
2019
Q4 		$18K Buy
+650,000
New +$1.76M 0.01% 81

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 $377B AUM 19.32% 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 $10.4B AUM 4.78% 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

Wealthstar Advisors's CIF Position: Q3 2019 in Review

Wealthstar Advisors sold out of MFS Intermediate High Income Fund (CIF) in Q3 2019, closing a stake of 10,500 shares — an estimated $27K sold.

Wealthstar Advisors first reported a position in CIF in Q1 2018 and held it in 6 quarters. The position peaked at $30K in Q1 2018. 20 funds tracked by Wall St. Rank hold CIF as of Q3 2019.

  • Wealthstar Advisors reported no remaining MFS Intermediate High Income Fund position as of Q3 2019 after selling out during the quarter.
  • Wealthstar Advisors sold 10,500 MFS Intermediate High Income Fund shares in Q3 2019, an estimated $27K.
  • Wealthstar Advisors first reported a position in MFS Intermediate High Income Fund in Q1 2018 and held it in 6 quarters.
  • Wealthstar Advisors's MFS Intermediate High Income Fund position peaked at $30K in Q1 2018.
  • 20 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q3 2019.

Based on Wealthstar Advisors's 13F filing for Q3 2019, filed 30 Oct 2019.