Baird Financial Group
MVC

Baird Financial Group’s MVC Capital, Inc. MVC Stock Holding History

Baird Financial 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
2015
Q4 		– Sell
-34,715
Closed -$285K – 1297
2015
Q3 		$285K Sell
34,715
-35,062
-50% -$333K ﹤0.01% 1067
2015
Q2 		$712K Buy
+69,777
New +$693K 0.01% 854

Other funds holding MVC

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
DCM
DG Capital Management New York $326M AUM 39.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baird Financial Group's MVC Position: Q4 2015 in Review

Baird Financial Group sold out of MVC Capital, Inc. (MVC) in Q4 2015, closing a stake of 34,715 shares — an estimated $285K sold.

Baird Financial Group first reported a position in MVC in Q2 2015 and held it in 2 quarters. The position peaked at $712K in Q2 2015. 49 funds tracked by Wall St. Rank hold MVC as of Q4 2015.

  • Baird Financial Group reported no remaining MVC Capital, Inc. position as of Q4 2015 after selling out during the quarter.
  • Baird Financial Group sold 34,715 MVC Capital, Inc. shares in Q4 2015, an estimated $285K.
  • Baird Financial Group first reported a position in MVC Capital, Inc. in Q2 2015 and held it in 2 quarters.
  • Baird Financial Group's MVC Capital, Inc. position peaked at $712K in Q2 2015.
  • 49 funds tracked by Wall St. Rank held MVC Capital, Inc. as of Q4 2015.

Based on Baird Financial Group's 13F filing for Q4 2015, filed 11 Feb 2016.