AR
MVC

Advisory Research’s MVC Capital, Inc. MVC Stock Holding History

Advisory Research’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
2014
Q2 		– Sell
-224,080
Closed -$3.04M – 707
2014
Q1 		$3.04M Buy
224,080
+185,920
+487% +$2.6M 0.03% 171
2013
Q4 		$515K Buy
+38,160
New +$528K 0.01% 276

Other funds holding MVC

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CM
CS McKee Pittsburgh, Pennsylvania $1.09B AUM 31.33% 1-Year Est. Return
OCM
Otter Creek Management West Palm Beach, Florida $108M AUM 3.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Advisory Research's MVC Position: Q2 2014 in Review

Advisory Research sold out of MVC Capital, Inc. (MVC) in Q2 2014, closing a stake of 224,080 shares — an estimated $3.04M sold.

Advisory Research first reported a position in MVC in Q4 2013 and held it in 2 quarters. The position peaked at $3.04M in Q1 2014. 82 funds tracked by Wall St. Rank hold MVC as of Q2 2014.

  • Advisory Research reported no remaining MVC Capital, Inc. position as of Q2 2014 after selling out during the quarter.
  • Advisory Research sold 224,080 MVC Capital, Inc. shares in Q2 2014, an estimated $3.04M.
  • Advisory Research first reported a position in MVC Capital, Inc. in Q4 2013 and held it in 2 quarters.
  • Advisory Research's MVC Capital, Inc. position peaked at $3.04M in Q1 2014.
  • 82 funds tracked by Wall St. Rank held MVC Capital, Inc. as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.