Wealthsource Partners, LLC Mfs Intermediate Income Trust Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 16, 2019	SELL	$3.65 - $3.8 $210,714 - $219,374	-57,730 Closed	0 $0
Q4 2018 Feb 06, 2019	SELL	$3.62 - $3.8 $32,580 - $34,200	-9,000 Reduced 13.49%	57,730 $212,000
Q3 2018 Nov 13, 2018	SELL	$3.74 - $3.88 $93,874 - $97,388	-25,100 Reduced 27.33%	66,730 $251,000
Q2 2018 Aug 14, 2018	SELL	$3.8 - $3.97 $181,180 - $189,285	-47,679 Reduced 34.18%	91,830 $354,000
Q1 2018 Apr 16, 2018	SELL	$3.89 - $4.17 $322,072 - $345,255	-82,795 Reduced 37.24%	139,509 $548,000
Q1 2018 Apr 16, 2018	BUY	$3.89 - $4.17 $56,113 - $60,152	14,425 Added 6.94%	222,304 $958,000
Q4 2017 Feb 16, 2018	SELL	$4.1 - $4.29 $172,712 - $180,716	-42,125 Reduced 16.85%	207,879 $863,000
Q3 2017 Nov 20, 2017	BUY	$4.24 - $4.34 $27,136 - $27,776	6,400 Added 2.63%	250,004 $1.07 Million
Q2 2017 Aug 16, 2017	BUY	N/A	243,604	243,604 $1.05 Million

Others Institutions Holding MIN

# of Institutions

96

Shares Held

57.6M

Call Options Held

0

Put Options Held

0

Sit Investment Associates Inc Minneapolis, MN

24.2M
Shares

$64.9 Million
1.46% of portfolio
Karpus Management, Inc. Pittsford, NY

8.22M
Shares

$22 Million
0.79% of portfolio
Allspring Global Investments Holdings, LLC

7.89M
Shares

$21.1 Million
0.04% of portfolio
1607 Capital Partners, LLC Richmond, VA

7.58M
Shares

$20.3 Million
1.62% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.76M
Shares

$4.71 Million
0.0% of portfolio

About MFS INTERMEDIATE INCOME TRUST

Ticker MIN
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
MFS Intermediate Income Trust is a closed ended fixed income mutual fund launched and managed by Massachusetts Financial Services Company. The fund invests in fixed income markets across the globe. It primarily invests in debt instruments. The fund seeks to benchmarks the performance of its portfolio against the Barclays Intermediate U.S. Govern...

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