SWM
MFV

Selective Wealth Management’s MFS SPECIAL VALUE TRUST MFV Stock Holding History

Selective Wealth Management’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
2018
Q3 		$6K Buy
+975
New +$5.48K 0.07% 108

Other funds holding MFV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
HT
Heritage Trust Oklahoma City, Oklahoma $997M AUM 21.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Selective Wealth Management's MFV Position: Q3 2018 in Review

Selective Wealth Management opened a new position in MFS SPECIAL VALUE TRUST (MFV) in Q3 2018: 975 shares worth $6K. The stake represents 0.07% of the portfolio and ranks #108 among its holdings.

10 funds tracked by Wall St. Rank hold MFV as of Q3 2018.

  • Selective Wealth Management held 975 shares of MFS SPECIAL VALUE TRUST worth $6K as of Q3 2018.
  • MFS SPECIAL VALUE TRUST was a new Selective Wealth Management position in Q3 2018.
  • MFS SPECIAL VALUE TRUST made up 0.07% of Selective Wealth Management's portfolio in Q3 2018, its #108 holding.
  • 10 funds tracked by Wall St. Rank held MFS SPECIAL VALUE TRUST as of Q3 2018.

Based on Selective Wealth Management's 13F filing for Q3 2018, filed 12 Oct 2018.