Smith Salley Wealth Management - MFS INTER INCOME TR ownership

MFS INTER INCOME TR's ticker is MIN and the CUSIP is 55273C107. A total of 80 filers reported holding MFS INTER INCOME TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Smith Salley Wealth Management ownership history of MFS INTER INCOME TR
ValueSharesWeighting
Q3 2023$43,711
-2.2%
16,3100.0%0.00%0.0%
Q2 2023$44,689
-1.1%
16,3100.0%0.00%
-25.0%
Q1 2023$45,179
+0.4%
16,3100.0%0.00%0.0%
Q4 2022$45,016
-11.7%
16,310
-11.0%
0.00%
-20.0%
Q3 2022$51,000
-5.6%
18,3250.0%0.01%0.0%
Q2 2022$54,000
-6.9%
18,3250.0%0.01%
+25.0%
Q1 2022$58,000
-12.1%
18,3250.0%0.00%
-20.0%
Q4 2021$66,0000.0%18,3250.0%0.01%0.0%
Q3 2021$66,000
-4.3%
18,3250.0%0.01%
-16.7%
Q2 2021$69,000
+1.5%
18,3250.0%0.01%0.0%
Q1 2021$68,000
-2.9%
18,3250.0%0.01%
-14.3%
Q4 2020$70,000
+2.9%
18,3250.0%0.01%
-12.5%
Q3 2020$68,0000.0%18,3250.0%0.01%
-11.1%
Q2 2020$68,000
+3.0%
18,3250.0%0.01%
-18.2%
Q1 2020$66,000
-5.7%
18,3250.0%0.01%
+22.2%
Q4 2019$70,0000.0%18,3250.0%0.01%
-10.0%
Q3 2019$70,000
-1.4%
18,3250.0%0.01%
-9.1%
Q2 2019$71,000
+1.4%
18,3250.0%0.01%0.0%
Q1 2019$70,000
+4.5%
18,3250.0%0.01%
-8.3%
Q4 2018$67,000
-2.9%
18,3250.0%0.01%
+9.1%
Q3 2018$69,000
-2.8%
18,3250.0%0.01%
-8.3%
Q2 2018$71,000
-1.4%
18,3250.0%0.01%
-7.7%
Q1 2018$72,000
-5.3%
18,3250.0%0.01%
-7.1%
Q4 2017$76,000
-2.6%
18,3250.0%0.01%
-6.7%
Q3 2017$78,000
-1.3%
18,3250.0%0.02%
-6.2%
Q2 2017$79,0000.0%18,3250.0%0.02%0.0%
Q1 2017$79,000
+19.7%
18,325
+28.6%
0.02%
+6.7%
Q2 2016$66,00014,2500.02%
Other shareholders
MFS INTER INCOME TR shareholders Q4 2019
NameSharesValueWeighting ↓
CENTAURUS FINANCIAL, INC. 12,411,227$39,095,0003.08%
SIT INVESTMENT ASSOCIATES INC 14,058,058$44,283,0001.19%
1607 Capital Partners, LLC 2,514,024$7,919,0000.46%
Fortitude Advisory Group L.L.C. 168,812$532,0000.28%
Penbrook Management LLC 113,429$357,0000.23%
Greytown Advisors Inc. 57,265$180,0000.09%
OPTIMUM INVESTMENT ADVISORS 53,991$170,0000.07%
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 115,128$363,0000.05%
EVOKE WEALTH, LLC 439,767$1,385,0000.04%
Relative Value Partners Group, LLC 190,194$599,0000.04%
View complete list of MFS INTER INCOME TR shareholders