WTB
MFV

Washington Trust Bank’s MFS SPECIAL VALUE TRUST MFV Stock Holding History

Washington Trust Bank’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
Q1 		– Sell
-4,300
Closed -$25K – 857
2017
Q4 		$25K Buy
+4,300
New +$28.1K ﹤0.01% 522

Other funds holding MFV

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Washington Trust Bank's MFV Position: Q1 2018 in Review

Washington Trust Bank sold out of MFS SPECIAL VALUE TRUST (MFV) in Q1 2018, closing a stake of 4,300 shares — an estimated $25K sold.

Washington Trust Bank first reported a position in MFV in Q4 2017 and held it in 1 quarter. The position peaked at $25K in Q4 2017. 10 funds tracked by Wall St. Rank hold MFV as of Q1 2018.

  • Washington Trust Bank reported no remaining MFS SPECIAL VALUE TRUST position as of Q1 2018 after selling out during the quarter.
  • Washington Trust Bank sold 4,300 MFS SPECIAL VALUE TRUST shares in Q1 2018, an estimated $25K.
  • Washington Trust Bank first reported a position in MFS SPECIAL VALUE TRUST in Q4 2017 and held it in 1 quarter.
  • Washington Trust Bank's MFS SPECIAL VALUE TRUST position peaked at $25K in Q4 2017.
  • 10 funds tracked by Wall St. Rank held MFS SPECIAL VALUE TRUST as of Q1 2018.

Based on Washington Trust Bank's 13F filing for Q1 2018, filed 3 Apr 2018.