BFC
MFV

Bedel Financial Consulting’s MFS SPECIAL VALUE TRUST MFV Stock Holding History

Bedel Financial Consulting’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
2018
Q2 		– Sell
-1,450
Closed -$9K – 728
2018
Q1 		$9K Buy
+1,450
New +$8.86K 0.01% 491

Other funds holding MFV

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LPL Financial
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SWP
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Bank of America
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DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFBTD
MB Financial Bank - Trust Department Rosemont, Illinois $816M AUM 5.49% 1-Year Est. Return

Bedel Financial Consulting's MFV Position: Q2 2018 in Review

Bedel Financial Consulting sold out of MFS SPECIAL VALUE TRUST (MFV) in Q2 2018, closing a stake of 1,450 shares — an estimated $9K sold.

Bedel Financial Consulting first reported a position in MFV in Q1 2018 and held it in 1 quarter. The position peaked at $9K in Q1 2018. 12 funds tracked by Wall St. Rank hold MFV as of Q2 2018.

  • Bedel Financial Consulting reported no remaining MFS SPECIAL VALUE TRUST position as of Q2 2018 after selling out during the quarter.
  • Bedel Financial Consulting sold 1,450 MFS SPECIAL VALUE TRUST shares in Q2 2018, an estimated $9K.
  • Bedel Financial Consulting first reported a position in MFS SPECIAL VALUE TRUST in Q1 2018 and held it in 1 quarter.
  • Bedel Financial Consulting's MFS SPECIAL VALUE TRUST position peaked at $9K in Q1 2018.
  • 12 funds tracked by Wall St. Rank held MFS SPECIAL VALUE TRUST as of Q2 2018.

Based on Bedel Financial Consulting's 13F filing for Q2 2018, filed 18 Jul 2018.