S
MFV

SignatureFD’s MFS SPECIAL VALUE TRUST MFV Stock Holding History

SignatureFD’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
-27,000
Closed -$196K – 783
2013
Q2 		$196K Buy
+27,000
New +$199K 0.1% 77

Other funds holding MFV

CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 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

SignatureFD's MFV Position: Q3 2013 in Review

SignatureFD sold out of MFS SPECIAL VALUE TRUST (MFV) in Q3 2013, closing a stake of 27,000 shares — an estimated $196K sold.

SignatureFD first reported a position in MFV in Q2 2013 and held it in 1 quarter. The position peaked at $196K in Q2 2013. 8 funds tracked by Wall St. Rank hold MFV as of Q3 2013.

  • SignatureFD reported no remaining MFS SPECIAL VALUE TRUST position as of Q3 2013 after selling out during the quarter.
  • SignatureFD sold 27,000 MFS SPECIAL VALUE TRUST shares in Q3 2013, an estimated $196K.
  • SignatureFD first reported a position in MFS SPECIAL VALUE TRUST in Q2 2013 and held it in 1 quarter.
  • SignatureFD's MFS SPECIAL VALUE TRUST position peaked at $196K in Q2 2013.
  • 8 funds tracked by Wall St. Rank held MFS SPECIAL VALUE TRUST as of Q3 2013.

Based on SignatureFD's 13F filing for Q3 2013, filed 13 Nov 2013.