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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
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

Allspring Global Investments Holdings
Significant Wealth Partners
Evoke Wealth
Bank of America Corporation
Relative Value Partners
Hara Capital
Kingsview Wealth Management
Fortitude Advisory Group
Landscape Capital Management
Advisor Group Holdings
UBS Group
Tolleson Wealth Management
Captrust Financial Advisors
Private Advisor
Wells Fargo & Company

View all funds holding MFS Intermediate Income Trust