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MFS Intermediate Income Trust shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of MFS Intermediate Income Trust (MIN) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in MFS Intermediate Income Trust

Tip: Access up to 7 years of quarterly data

All positions including MFS Intermediate Income Trust held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MFS Intermediate Income Trust by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $43k 16k 2.72
2024-06-30 $31k 12k 2.66
2024-03-31 $31k 12k 2.66
2023-12-31 $31k 12k 2.68
2023-09-30 $31k 12k 2.68

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Top funds holding MFS Intermediate Income Trust

Karpus Investment Management
Allspring Global Investments Holdings
1607 Capital Partners
Morgan Stanley
Wells Fargo & Company
Invesco
Equitable Holdings
Bank of America Corporation
LPL Financial
Evoke Wealth
Ameritas Advisory Services
Kingsview Wealth Management
Hara Capital
Kovitz Investment Group Partners
Fortitude Advisory Group

View all funds holding MFS Intermediate Income Trust