CAN
MFV

Cetera Advisor Networks’s MFS SPECIAL VALUE TRUST MFV Stock Holding History

Cetera Advisor Networks’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
2020
Q3 		– Sell
-100
Closed -$1K – 3163
2020
Q2 		$1K Buy
+100
New +$504 ﹤0.01% 3402
2013
Q4 		– Sell
-81,533
Closed -$2.67M – 786
2013
Q3 		$2.67M Buy
+81,533
New +$576K 0.23% 99

Other funds holding MFV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Cetera Advisor Networks's MFV Position: Q3 2020 in Review

Cetera Advisor Networks sold out of MFS SPECIAL VALUE TRUST (MFV) in Q3 2020, closing a stake of 100 shares — an estimated $1K sold.

Cetera Advisor Networks first reported a position in MFV in Q3 2013 and held it in 2 quarters. The position peaked at $2.67M in Q3 2013. 12 funds tracked by Wall St. Rank hold MFV as of Q3 2020.

  • Cetera Advisor Networks reported no remaining MFS SPECIAL VALUE TRUST position as of Q3 2020 after selling out during the quarter.
  • Cetera Advisor Networks sold 100 MFS SPECIAL VALUE TRUST shares in Q3 2020, an estimated $1K.
  • Cetera Advisor Networks first reported a position in MFS SPECIAL VALUE TRUST in Q3 2013 and held it in 2 quarters.
  • Cetera Advisor Networks's MFS SPECIAL VALUE TRUST position peaked at $2.67M in Q3 2013.
  • 12 funds tracked by Wall St. Rank held MFS SPECIAL VALUE TRUST as of Q3 2020.

Based on Cetera Advisor Networks's 13F filing for Q3 2020, filed 13 Nov 2020.