AF
MFV

Advisornet Financial’s MFS SPECIAL VALUE TRUST MFV Stock Holding History

Advisornet Financial’s Portfolio MFV Stock Details MFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-63,419
Closed -$435K – 2262
2021
Q4 		$435K Buy
63,419
+2,087
+3% +$14.1K 0.03% 425
2021
Q3 		$408K Buy
61,332
+88
+0.1% +$584 0.03% 409
2021
Q2 		$419K Buy
61,244
+85
+0.1% +$558 0.03% 411
2021
Q1 		$376K Buy
61,159
+54,659
+841% +$330K 0.03% 413
2020
Q4 		$37K Buy
+6,500
New +$36.4K ﹤0.01% 961

Other funds holding MFV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MWM
Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisornet Financial's MFV Position: Q1 2022 in Review

Advisornet Financial sold out of MFS SPECIAL VALUE TRUST (MFV) in Q1 2022, closing a stake of 63,419 shares — an estimated $435K sold.

Advisornet Financial first reported a position in MFV in Q4 2020 and held it in 5 quarters. The position peaked at $435K in Q4 2021. 11 funds tracked by Wall St. Rank hold MFV as of Q1 2022.

  • Advisornet Financial reported no remaining MFS SPECIAL VALUE TRUST position as of Q1 2022 after selling out during the quarter.
  • Advisornet Financial sold 63,419 MFS SPECIAL VALUE TRUST shares in Q1 2022, an estimated $435K.
  • Advisornet Financial first reported a position in MFS SPECIAL VALUE TRUST in Q4 2020 and held it in 5 quarters.
  • Advisornet Financial's MFS SPECIAL VALUE TRUST position peaked at $435K in Q4 2021.
  • 11 funds tracked by Wall St. Rank held MFS SPECIAL VALUE TRUST as of Q1 2022.

Based on Advisornet Financial's 13F filing for Q1 2022, filed 14 Apr 2022.