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MFS INTERMARKET INCOME TRUST I SH BEN INT
MFS INTERMARKET INCOME TRUST I SH BEN INT. Institutional holdings reported to the SEC.

Institutional Holders (2014Q4)
Portfolio Summary: 24 Institutional holders with a total value of $34,148,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Karpus Management, Inc. 2,211,119 18,441,000 54.00%
2 WELLS FARGO & COMPANY/MN 608,117 5,072,000 14.85%
3 1607 Capital Partners, LLC 312,537 2,607,000 7.63%
4 RIVERNORTH CAPITAL MANAGEMENT, LLC 231,189 1,928,000 5.65%
5 GRACE & WHITE INC /NY 183,051 1,527,000 4.47%
6 Point View Wealth Management, Inc. 142,599 1,189,000 3.48%
7 FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 77,908 650,000 1.90%
8 UBS Group AG 69,995 584,000 1.71%
9 SII INVESTMENTS INC/WI 52,380 442,000 1.29%
10 DOLIVER ADVISORS, LP 42,141 351,000 1.03%
11 MORGAN STANLEY 33,642 280,000 0.82%
12 HighTower Advisors, LLC 24,000 200,000 0.59%
13 Relative Value Partners, LLC 21,637 180,000 0.53%
14 LPL Financial LLC 17,167 143,000 0.42%
15 GUGGENHEIM CAPITAL LLC 16,899 141,000 0.41%
16 Aviance Capital Partners, LLC 15,190 127,000 0.37%
17 Yellowstone Partners, LLC 14,856 124,000 0.36%
18 BANK OF AMERICA CORP /DE/ 9,055 76,000 0.22%
19 ROYAL BANK OF CANADA 3,600 30,000 0.09%
20 First Horizon Advisors, Inc. 2,400 20,000 0.06%
21 LADENBURG THALMANN FINANCIAL SERVICES INC. 2,040 17,000 0.05%
22 CITIGROUP INC 1,103 9,000 0.03%
23 Chicago Partners Investment Group LLC 932 8,000 0.02%
24 Creative Planning 250 2,000 0.01%

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.