AG
MVC

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

Aperio 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
2019
Q3 		– Sell
-247
Closed -$2K – 2950
2019
Q2 		$2K Buy
+247
New +$2.25K ﹤0.01% 2960
2014
Q2 		– Sell
-14,377
Closed -$195K – 1757
2014
Q1 		$195K Buy
+14,377
New +$201K ﹤0.01% 1868

Other funds holding MVC

CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Aperio Group's MVC Position: Q3 2019 in Review

Aperio Group sold out of MVC Capital, Inc. (MVC) in Q3 2019, closing a stake of 247 shares — an estimated $2K sold.

Aperio Group first reported a position in MVC in Q1 2014 and held it in 2 quarters. The position peaked at $195K in Q1 2014. 44 funds tracked by Wall St. Rank hold MVC as of Q3 2019.

  • Aperio Group reported no remaining MVC Capital, Inc. position as of Q3 2019 after selling out during the quarter.
  • Aperio Group sold 247 MVC Capital, Inc. shares in Q3 2019, an estimated $2K.
  • Aperio Group first reported a position in MVC Capital, Inc. in Q1 2014 and held it in 2 quarters.
  • Aperio Group's MVC Capital, Inc. position peaked at $195K in Q1 2014.
  • 44 funds tracked by Wall St. Rank held MVC Capital, Inc. as of Q3 2019.

Based on Aperio Group's 13F filing for Q3 2019, filed 6 Nov 2019.