PFS
MFV

Prospera Financial Services’s MFS SPECIAL VALUE TRUST MFV Stock Holding History

Prospera Financial Services’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
Q1 		– Sell
-40,190
Closed -$224K – 424
2016
Q4 		$224K Hold
40,190
– – 0.04% 331
2016
Q3 		$229K Buy
40,190
+22,000
+121% +$124K 0.05% 320
2016
Q2 		$100K Buy
+18,190
New +$98.2K 0.02% 344

Other funds holding MFV

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Prospera Financial Services's MFV Position: Q1 2017 in Review

Prospera Financial Services sold out of MFS SPECIAL VALUE TRUST (MFV) in Q1 2017, closing a stake of 40,190 shares — an estimated $224K sold.

Prospera Financial Services first reported a position in MFV in Q2 2016 and held it in 3 quarters. The position peaked at $229K in Q3 2016. 10 funds tracked by Wall St. Rank hold MFV as of Q1 2017.

  • Prospera Financial Services reported no remaining MFS SPECIAL VALUE TRUST position as of Q1 2017 after selling out during the quarter.
  • Prospera Financial Services sold 40,190 MFS SPECIAL VALUE TRUST shares in Q1 2017, an estimated $224K.
  • Prospera Financial Services first reported a position in MFS SPECIAL VALUE TRUST in Q2 2016 and held it in 3 quarters.
  • Prospera Financial Services's MFS SPECIAL VALUE TRUST position peaked at $229K in Q3 2016.
  • 10 funds tracked by Wall St. Rank held MFS SPECIAL VALUE TRUST as of Q1 2017.

Based on Prospera Financial Services's 13F filing for Q1 2017, filed 13 Apr 2017.