IFP Advisors’s MVC Capital, Inc. MVC Stock Holding History

IFP Advisors’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
2019 Q1	$2K	Hold	216	–	–	﹤0.01%	2149
2018 Q4	$2K	Hold	216	–	–	﹤0.01%	3233
2018 Q3	$2K	Hold	216	–	–	﹤0.01%	3617
2018 Q2	$2K	Hold	216	–	–	﹤0.01%	3667
2018 Q1	$2K	Hold	216	–	–	﹤0.01%	3575
2017 Q4	$2K	Hold	216	–	–	﹤0.01%	3626
2017 Q3	$2K	Hold	216	–	–	﹤0.01%	3827
2017 Q2	$2K	Hold	216	–	–	﹤0.01%	3802
2017 Q1	$2K	Hold	216	–	–	﹤0.01%	3727
2016 Q4	$2K	Hold	216	–	–	﹤0.01%	3706
2016 Q3	$2K	Hold	216	–	–	﹤0.01%	3652
2016 Q2	$2K	Hold	216	–	–	﹤0.01%	3532
2016 Q1	$2K	Hold	216	–	–	﹤0.01%	2139
2015 Q4	$2K	Buy	+216	New	+$1.75K	﹤0.01%	3407

Other funds holding MVC

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

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

WFI

West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return

PAIM

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

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

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return

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

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

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

IFP Advisors's MVC Position: Q1 2019 in Review

IFP Advisors held its MVC Capital, Inc. (MVC) position steady in Q1 2019 at 216 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2149.

IFP Advisors first reported a position in MVC in Q4 2015 and has held it in 14 quarters since. 41 funds tracked by Wall St. Rank hold MVC as of Q1 2019.

IFP Advisors held 216 shares of MVC Capital, Inc. worth $2K as of Q1 2019.
IFP Advisors left its MVC Capital, Inc. share count unchanged in Q1 2019.
MVC Capital, Inc. made up ﹤0.01% of IFP Advisors's portfolio in Q1 2019, its #2149 holding.
IFP Advisors first reported a position in MVC Capital, Inc. in Q4 2015 and has held it in 14 quarters since.
41 funds tracked by Wall St. Rank held MVC Capital, Inc. as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.