Financial Engines Advisors
MFV

Financial Engines Advisors’s MFS SPECIAL VALUE TRUST MFV Stock Holding History

Financial Engines 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
2020
Q2 		– Sell
-11,406
Closed -$55K – 230
2020
Q1 		$55K Buy
+11,406
New +$70.4K ﹤0.01% 147

Other funds holding MFV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Financial Engines Advisors's MFV Position: Q2 2020 in Review

Financial Engines Advisors sold out of MFS SPECIAL VALUE TRUST (MFV) in Q2 2020, closing a stake of 11,406 shares — an estimated $55K sold.

Financial Engines Advisors first reported a position in MFV in Q1 2020 and held it in 1 quarter. The position peaked at $55K in Q1 2020. 11 funds tracked by Wall St. Rank hold MFV as of Q2 2020.

  • Financial Engines Advisors reported no remaining MFS SPECIAL VALUE TRUST position as of Q2 2020 after selling out during the quarter.
  • Financial Engines Advisors sold 11,406 MFS SPECIAL VALUE TRUST shares in Q2 2020, an estimated $55K.
  • Financial Engines Advisors first reported a position in MFS SPECIAL VALUE TRUST in Q1 2020 and held it in 1 quarter.
  • Financial Engines Advisors's MFS SPECIAL VALUE TRUST position peaked at $55K in Q1 2020.
  • 11 funds tracked by Wall St. Rank held MFS SPECIAL VALUE TRUST as of Q2 2020.

Based on Financial Engines Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.