SFS
MVC

Shaker Financial Services’s MVC Capital, Inc. MVC Stock Holding History

Shaker Financial Services’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
2016
Q3 		– Sell
-10,000
Closed -$80K – 143
2016
Q2 		$80K Buy
+10,000
New +$77.9K 0.06% 107

Other funds holding MVC

WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RA
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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

Shaker Financial Services's MVC Position: Q3 2016 in Review

Shaker Financial Services sold out of MVC Capital, Inc. (MVC) in Q3 2016, closing a stake of 10,000 shares — an estimated $80K sold.

Shaker Financial Services first reported a position in MVC in Q2 2016 and held it in 1 quarter. The position peaked at $80K in Q2 2016. 45 funds tracked by Wall St. Rank hold MVC as of Q3 2016.

  • Shaker Financial Services reported no remaining MVC Capital, Inc. position as of Q3 2016 after selling out during the quarter.
  • Shaker Financial Services sold 10,000 MVC Capital, Inc. shares in Q3 2016, an estimated $80K.
  • Shaker Financial Services first reported a position in MVC Capital, Inc. in Q2 2016 and held it in 1 quarter.
  • Shaker Financial Services's MVC Capital, Inc. position peaked at $80K in Q2 2016.
  • 45 funds tracked by Wall St. Rank held MVC Capital, Inc. as of Q3 2016.

Based on Shaker Financial Services's 13F filing for Q3 2016, filed 2 Nov 2016.