IFP Advisors’s MFS SPECIAL VALUE TRUST MFV Stock Holding History

IFP 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
2017 Q3	–	Sell	-1,420	Closed	-$9K	–	4245
2017 Q2	$9K	Buy	+1,420	New	+$8.62K	﹤0.01%	3114
2016 Q1	–	Sell	-1,000	Closed	-$5K	–	3561
2015 Q4	$5K	Buy	+1,000	New	+$5.34K	﹤0.01%	2995

Other funds holding MFV

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IFP Advisors's MFV Position: Q3 2017 in Review

IFP Advisors sold out of MFS SPECIAL VALUE TRUST (MFV) in Q3 2017, closing a stake of 1,420 shares — an estimated $9K sold.

IFP Advisors first reported a position in MFV in Q4 2015 and held it in 2 quarters. The position peaked at $9K in Q2 2017. 9 funds tracked by Wall St. Rank hold MFV as of Q3 2017.

IFP Advisors reported no remaining MFS SPECIAL VALUE TRUST position as of Q3 2017 after selling out during the quarter.
IFP Advisors sold 1,420 MFS SPECIAL VALUE TRUST shares in Q3 2017, an estimated $9K.
IFP Advisors first reported a position in MFS SPECIAL VALUE TRUST in Q4 2015 and held it in 2 quarters.
IFP Advisors's MFS SPECIAL VALUE TRUST position peaked at $9K in Q2 2017.
9 funds tracked by Wall St. Rank held MFS SPECIAL VALUE TRUST as of Q3 2017.

Based on IFP Advisors's 13F filing for Q3 2017, filed 30 Oct 2017.