AG
MVC

Advisor Group’s MVC Capital, Inc. MVC Stock Holding History

Advisor Group’s Portfolio MVC Stock Details MVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,980
Closed -$19K – 5305
2018
Q2 		$19K Buy
+1,980
New +$19.8K ﹤0.01% 3752
2017
Q3 		– Sell
-250
Closed -$2K – 5023
2017
Q2 		$2K Buy
+250
New +$2.29K ﹤0.01% 4559

Other funds holding MVC

WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
OA
Omega Advisors New York $1.02B AUM 7% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return

Advisor Group's MVC Position: Q3 2018 in Review

Advisor Group sold out of MVC Capital, Inc. (MVC) in Q3 2018, closing a stake of 1,980 shares — an estimated $19K sold.

Advisor Group first reported a position in MVC in Q2 2017 and held it in 2 quarters. The position peaked at $19K in Q2 2018. 47 funds tracked by Wall St. Rank hold MVC as of Q3 2018.

  • Advisor Group reported no remaining MVC Capital, Inc. position as of Q3 2018 after selling out during the quarter.
  • Advisor Group sold 1,980 MVC Capital, Inc. shares in Q3 2018, an estimated $19K.
  • Advisor Group first reported a position in MVC Capital, Inc. in Q2 2017 and held it in 2 quarters.
  • Advisor Group's MVC Capital, Inc. position peaked at $19K in Q2 2018.
  • 47 funds tracked by Wall St. Rank held MVC Capital, Inc. as of Q3 2018.

Based on Advisor Group's 13F filing for Q3 2018, filed 14 Nov 2018.