BRWA
MFV

B. Riley Wealth Advisors’s MFS SPECIAL VALUE TRUST MFV Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-5,320
Closed -$39 – 2090
2014
Q4 		$39 Buy
+5,320
New +$39.8K ﹤0.01% 2226
2014
Q2 		– Sell
-5,320
Closed -$40K – 2466
2014
Q1 		$40K Buy
5,320
+20
+0.4% +$145 0.01% 740
2013
Q4 		$38K Buy
5,300
+30
+0.6% +$215 0.01% 665
2013
Q3 		$38K Buy
+5,270
New +$37.2K 0.01% 658

Other funds holding MFV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TC
TFS Capital West Chester, Pennsylvania $255M AUM 32.31% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

B. Riley Wealth Advisors's MFV Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of MFS SPECIAL VALUE TRUST (MFV) in Q1 2015, closing a stake of 5,320 shares — an estimated $39 sold.

B. Riley Wealth Advisors first reported a position in MFV in Q3 2013 and held it in 4 quarters. The position peaked at $40K in Q1 2014. 9 funds tracked by Wall St. Rank hold MFV as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining MFS SPECIAL VALUE TRUST position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,320 MFS SPECIAL VALUE TRUST shares in Q1 2015, an estimated $39.
  • B. Riley Wealth Advisors first reported a position in MFS SPECIAL VALUE TRUST in Q3 2013 and held it in 4 quarters.
  • B. Riley Wealth Advisors's MFS SPECIAL VALUE TRUST position peaked at $40K in Q1 2014.
  • 9 funds tracked by Wall St. Rank held MFS SPECIAL VALUE TRUST as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.