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MFV
MFS SPECIAL VALUE TRUST
Delisted
MFV was delisted on the 10th of April, 2024.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
KWA
26
Kingswood Wealth Advisors
San Diego,
California
| – | -$169K | -15,000 | Closed |
|
| 27 |
LCM
27
Landscape Capital Management
Englewood,
New Jersey
| – | -$48.9K | -11,967 | Closed |
|
| 28 |
RJA
28
Raymond James & Associates
St Petersburg,
Florida
| – | -$44.5K | -10,884 | Closed |
|
| 29 |
WAM
29
Wolverine Asset Management
Chicago,
Illinois
| – | -$26.3K | -6,426 | Closed |
|
| 30 |
PGFC
30
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
| – | -$212K | -5,664 | Closed |
|
| 31 |
31
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$14.9K | -3,650 | Closed |
|