LPL Financial’s MVC Capital, Inc. MVC Stock Holding History

LPL Financial’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 Q2	–	Sell	-10,838	Closed	-$96K	–	3025
2017 Q1	$96K	Buy	+10,838	New	+$94.3K	﹤0.01%	2617
2015 Q1	–	Sell	-13,410	Closed	-$132K	–	2876
2014 Q4	$132K	Sell	13,410 -4,747	-26%	-$51.2K	﹤0.01%	2596
2014 Q3	$194K	Sell	18,157 -8,031	-31%	-$99.3K	﹤0.01%	2485
2014 Q2	$339K	Buy	+26,188	New	+$338K	﹤0.01%	2102

Other funds holding MVC

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

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

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

WFI

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

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

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

PAIM

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

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

GJL

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

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

LPL Financial's MVC Position: Q2 2017 in Review

LPL Financial sold out of MVC Capital, Inc. (MVC) in Q2 2017, closing a stake of 10,838 shares — an estimated $96K sold.

LPL Financial first reported a position in MVC in Q2 2014 and held it in 4 quarters. The position peaked at $339K in Q2 2014. 49 funds tracked by Wall St. Rank hold MVC as of Q2 2017.

LPL Financial reported no remaining MVC Capital, Inc. position as of Q2 2017 after selling out during the quarter.
LPL Financial sold 10,838 MVC Capital, Inc. shares in Q2 2017, an estimated $96K.
LPL Financial first reported a position in MVC Capital, Inc. in Q2 2014 and held it in 4 quarters.
LPL Financial's MVC Capital, Inc. position peaked at $339K in Q2 2014.
49 funds tracked by Wall St. Rank held MVC Capital, Inc. as of Q2 2017.

Based on LPL Financial's 13F filing for Q2 2017, filed 14 Aug 2017.