Roberta J. Maue »

MFS Special Value Trust shares owned by Roberta J. Maue

Quarter-by-quarter ownership of MFS Special Value Trust (MFV) shares owned by Roberta J. Maue from 13F filings

Historical chart of Roberta J. Maue investment in MFS Special Value Trust

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All positions including MFS Special Value Trust held by Roberta J. Maue consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MFS Special Value Trust by Roberta J. Maue

Quarter filed Position value Share count Share price at filing
2024-03-31 $50k 11k 4.45
2023-12-31 $46k 11k 4.09

More positions owned by Roberta J. Maue

Amazon (AMZN)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Facebook Inc cl a (META)
Alphabet Inc Class A cs (GOOGL)
Apple (AAPL)
Broadcom (AVGO)
Uber Technologies (UBER)
Eli Lilly & Co. (LLY)
MasterCard Incorporated (MA)
Netflix (NFLX)
Costco Wholesale Corporation (COST)
Intuitive Surgical (ISRG)
Arista Networks (ANET)
Shockwave Med (SWAV)

View all positions for Roberta J. Maue

Top funds holding MFS Special Value Trust

Shaker Financial Services
CoreCap Advisors
Commonwealth Equity Services
Marion Wealth Management
Wells Fargo & Company
Arkadios Wealth Advisors
Dudley Capital Management
Advisor Group Holdings
Landscape Capital Management
Roberta J. Maue
Commonwealth Financial Services
UBS Group
Wolverine Asset Management
Hollencrest Securities
Clean Yield Group

View all funds holding MFS Special Value Trust