Jones Financial Companies’s MFS SPECIAL VALUE TRUST MFV Stock Holding History

Jones Financial Companies’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
2013 Q3	–	Sell	-200	Closed	-$1K	–	851
2013 Q2	$1K	Buy	+200	New	+$1.47K	﹤0.01%	768

Other funds holding MFV

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Jones Financial Companies's MFV Position: Q3 2013 in Review

Jones Financial Companies sold out of MFS SPECIAL VALUE TRUST (MFV) in Q3 2013, closing a stake of 200 shares — an estimated $1K sold.

Jones Financial Companies first reported a position in MFV in Q2 2013 and held it in 1 quarter. The position peaked at $1K in Q2 2013. 8 funds tracked by Wall St. Rank hold MFV as of Q3 2013.

Jones Financial Companies reported no remaining MFS SPECIAL VALUE TRUST position as of Q3 2013 after selling out during the quarter.
Jones Financial Companies sold 200 MFS SPECIAL VALUE TRUST shares in Q3 2013, an estimated $1K.
Jones Financial Companies first reported a position in MFS SPECIAL VALUE TRUST in Q2 2013 and held it in 1 quarter.
Jones Financial Companies's MFS SPECIAL VALUE TRUST position peaked at $1K in Q2 2013.
8 funds tracked by Wall St. Rank held MFS SPECIAL VALUE TRUST as of Q3 2013.

Based on Jones Financial Companies's 13F filing for Q3 2013, filed 14 Nov 2013.