Creative Planning Mfs Intermediate High Income Fund Transaction History

Creative Planning

$101 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 21, 2023	BUY	$1.59 - $1.72 $41,750 - $45,163	26,258 New	26,258 $42,000
Q3 2021 Nov 10, 2021	SELL	$2.82 - $3.36 $37,833 - $45,077	-13,416 Closed	0 $0
Q2 2021 Aug 04, 2021	BUY	$2.53 - $3.35 $33,942 - $44,943	13,416 New	13,416 $45,000
Q2 2018 Jul 20, 2018	SELL	$2.47 - $2.8 $90,137 - $102,180	-36,493 Closed	0 $0
Q1 2018 Apr 18, 2018	SELL	$2.78 - $2.98 $2,685 - $2,878	-966 Reduced 2.58%	36,493 $103,000
Q4 2017 Jan 17, 2018	BUY	$2.63 - $2.99 $1,927 - $2,191	733 Added 2.0%	37,459 $110,000
Q3 2017 Oct 17, 2017	BUY	$2.8 - $3.02 $102,832 - $110,912	36,726	36,726 $108,000

Others Institutions Holding CIF

# of Institutions

22

Shares Held

1.32M

Call Options Held

0

Put Options Held

0

Sit Investment Associates Inc Minneapolis, MN

594K
Shares

$1.02 Million
0.02% of portfolio
Mosaic Family Wealth Partners, LLC St. Louis, MO

161K
Shares

$275,106
0.04% of portfolio
New Edge Advisors, LLC New Orleans, LA

107K
Shares

$183,483
0.0% of portfolio
Pin Oak Investment Advisors Inc Houston, TX

102K
Shares

$173,736
0.16% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

88.1K
Shares

$150,690
0.0% of portfolio

About MFS INTERMEDIATE HIGH INCOME FUND

Ticker CIF
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
MFS Intermediate High Income Fund is a closed ended fixed income mutual fund launched and managed by Massachusetts Financial Services Company. The fund invests in fixed income markets of the United States. It primarily invests in high income debt instruments. The fund benchmarks the performance of its portfolio against Barclays U.S. High-Yield C...

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