Dark
Light
System
Security
MFS INTERMEDIATE INCOME TRUST SH BEN INT
MFS INTERMEDIATE INCOME TRUST SH BEN INT. Institutional holdings reported to the SEC.

Institutional Holders (2017Q2)
Portfolio Summary: 75 Institutional holders with a total value of $176,695,320.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 CITIGROUP INC 6,160 27,000 0.02%
52 ANCHOR INVESTMENT MANAGEMENT, LLC 6,000 25,920 0.01%
53 Carroll Financial Associates, Inc. 5,500 23,000 0.01%
54 Creative Planning 5,200 22,000 0.01%
55 BRUDERMAN ASSET MANAGEMENT, LLC 4,000 17,000 0.01%
56 Advisory Services Network, LLC 3,500 15,000 0.01%
57 DELTA ASSET MANAGEMENT LLC/TN 3,385 15,000 0.01%
58 IFP ADVISORS, INC 3,125 14,000 0.01%
59 PENSERRA CAPITAL MANAGEMENT LLC 3,066 13,000 0.01%
60 HUNTINGTON NATIONAL BANK 3,000 13,000 0.01% PRN
61 SEI INVESTMENTS CO 2,108 9,000 0.01%
62 GENEOS WEALTH MANAGEMENT INC. 2,302 9,000 0.01%
63 PNC FINANCIAL SERVICES GROUP, INC. 2,000 9,000 0.01%
64 MOSAIC FAMILY WEALTH, LLC 1,975 9,000 0.01%
65 FIFTH THIRD BANCORP 1,869 8,000 0.00%
66 BRONFMAN E.L. ROTHSCHILD, L.P. 1,616 7,000 0.00%
67 ROYAL FUND MANAGEMENT, LLC 1,500 6,000 0.00%
68 Estabrook Capital Management 1,250 5,400 0.00%
69 Gemmer Asset Management LLC 1,000 4,000 0.00%
70 CITY HOLDING CO 862 4,000 0.00%
71 Bartlett & Co. LLC 725 3,000 0.00%
72 Highlander Capital Management, LLC 400 2,000 0.00%
73 WHITTIER TRUST CO 149 1,000 0.00%
74 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 155 0 0.00%
75 WFG Advisors, LP 11 0 0.00%
Page 2 of 2

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.