Creative Planning’s MVC Capital, Inc. MVC Stock Holding History

Creative Planning’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
2017 Q3	–	Sell	-1,500	Closed	-$15K	–	4153
2017 Q2	$15K	Buy	+1,500	New	+$13.8K	﹤0.01%	3382
2017 Q1	–	Sell	-1,000	Closed	-$9K	–	5015
2016 Q4	$9K	Buy	1,000 +550	+122%	+$4.7K	﹤0.01%	3644
2016 Q3	$4K	Hold	450	–	–	﹤0.01%	4026
2016 Q2	$4K	Buy	+450	New	+$3.5K	﹤0.01%	3806
2014 Q3	–	Sell	-100	Closed	-$1K	–	4219
2014 Q2	$1K	Sell	100 -2,900	-97%	-$37.4K	﹤0.01%	3690
2014 Q1	$41K	Hold	3,000	–	–	﹤0.01%	1935
2013 Q4	$41K	Hold	3,000	–	–	﹤0.01%	1748
2013 Q3	$39K	Hold	3,000	–	–	﹤0.01%	1674
2013 Q2	$38K	Buy	+3,000	New	+$38.4K	﹤0.01%	1535

Other funds holding MVC

Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Omega Advisors New York $1.02B AUM 7% 1-Year Est. Return

Creative Planning's MVC Position: Q3 2017 in Review

Creative Planning sold out of MVC Capital, Inc. (MVC) in Q3 2017, closing a stake of 1,500 shares — an estimated $15K sold.

Creative Planning first reported a position in MVC in Q2 2013 and held it in 9 quarters. The position peaked at $41K in Q1 2014. 46 funds tracked by Wall St. Rank hold MVC as of Q3 2017.

Creative Planning reported no remaining MVC Capital, Inc. position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 1,500 MVC Capital, Inc. shares in Q3 2017, an estimated $15K.
Creative Planning first reported a position in MVC Capital, Inc. in Q2 2013 and held it in 9 quarters.
Creative Planning's MVC Capital, Inc. position peaked at $41K in Q1 2014.
46 funds tracked by Wall St. Rank held MVC Capital, Inc. as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.