Waverly Advisors’s MVC Capital, Inc. MVC Stock Holding History

Waverly Advisors’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
2014 Q4	–	Sell	-115	Closed	-$1K	–	718
2014 Q3	$1K	Hold	115	–	–	﹤0.01%	751
2014 Q2	$1K	Hold	115	–	–	﹤0.01%	713
2014 Q1	$2K	Hold	115	–	–	﹤0.01%	669
2013 Q4	$2K	Buy	+115	New	+$1.59K	﹤0.01%	793

Other funds holding MVC

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WFI

West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

CS McKee Pittsburgh, Pennsylvania $1.09B AUM 31.33% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Waverly Advisors's MVC Position: Q4 2014 in Review

Waverly Advisors sold out of MVC Capital, Inc. (MVC) in Q4 2014, closing a stake of 115 shares — an estimated $1K sold.

Waverly Advisors first reported a position in MVC in Q4 2013 and held it in 4 quarters. The position peaked at $2K in Q1 2014. 66 funds tracked by Wall St. Rank hold MVC as of Q4 2014.

Waverly Advisors reported no remaining MVC Capital, Inc. position as of Q4 2014 after selling out during the quarter.
Waverly Advisors sold 115 MVC Capital, Inc. shares in Q4 2014, an estimated $1K.
Waverly Advisors first reported a position in MVC Capital, Inc. in Q4 2013 and held it in 4 quarters.
Waverly Advisors's MVC Capital, Inc. position peaked at $2K in Q1 2014.
66 funds tracked by Wall St. Rank held MVC Capital, Inc. as of Q4 2014.

Based on Waverly Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.