MIN — MFS INTERMEDIATE INCOME TRUST COM

Ownership history in Penbrook Management LLC  ·  49 quarters on record

This page tracks every 13F SEC filing in which Penbrook Management LLC reported a position in MFS INTERMEDIATE INCOME TRUST COM (MIN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.88% (2015 Q3)
Avg. % of fund
0.43%
First filed
2011 Q4
Last filed
2025 Q4
Quarters held
49
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 18,750 -6,943 -27.0% 0.03% $49K $2.55
2025 Q3 REDUCED 25,693 -10,200 -28.4% 0.05% $69K $2.56
2025 Q2 UNCHANGED 35,893 — 0% 0.07% $97K $2.54
2025 Q1 REDUCED 35,893 -1,600 -4.3% 0.07% $97K $2.46
45 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MIN price (monthly, adj. close)

Other funds also holding MIN

As of 2025 Q4 — sorted by position size

SIT INVESTMENT ASSOCIATES INC 3Y 7Y 1.52% 1607 Capital Partners, LLC 3Y 7Y 1.11% Fortitude Advisory Group L.L.C. 3Y 0.25% Shaker Financial Services, LLC 3Y 7Y 0.11% MELFA WEALTH MANAGEMENT, INC. 3Y 0.05% Tolleson Wealth Management, Inc. 3Y 0.05% Ameritas Advisory Services, LLC 3Y 0.03% Allspring Global Investments Holdings, LLC 3Y 0.02% Register Financial Advisors LLC 3Y 0.02% Advisors Asset Management, Inc. 3Y 7Y 0.01%
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