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Mfs Ser Tr V Resh Fd Cl I mutual fund shares owned by Atlas Wealth

Quarter-by-quarter ownership of Mfs Ser Tr V Resh Fd Cl I mutual fund (MRFIX) shares owned by Atlas Wealth from 13F filings

Historical chart of Atlas Wealth investment in Mfs Ser Tr V Resh Fd Cl I mutual fund

Tip: Access up to 7 years of quarterly data

All positions including Mfs Ser Tr V Resh Fd Cl I mutual fund held by Atlas Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mfs Ser Tr V Resh Fd Cl I mutual fund by Atlas Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $943M 15k 62498.81
2023-09-30 $721M 14k 52451.26
2023-06-30 $766M 14k 55618.87
2023-03-31 $674M 13k 50211.27

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Srh Total Return Fund Incorporated Closed End Funds - Taxable (STEW)
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Central Secs Corporation Closed End Funds - Taxable (CET)
U.s. Bancorp Pfd B Preferred Stock (USB.PH)
Blackstone Strategic Cred 2027 Com Shs Ben In Closed End Funds - Taxable (BGB)
Miller Howard High Inc Eqty Fd Com Shs Ben In Closed End Funds - Taxable (HIE)
Apple Incorporated Common Stock (AAPL)
General Amern Invs Company Incorporated Closed End Funds - Taxable (GAM)
Bank Of America Corporation Pfd 1/1200ser2 Preferred Stock (BML.PH)
Procter And Gamble Company Common Stock (PG)
Microsoft Corporation Common Stock (MSFT)
Pioneer Mun High Income Opport Closed End Investment Co. Non Tax Dividend (MIO)
Blackrock Cap Allocation Term Closed End Funds - Taxable (BCAT)
Nuveen Preferred & Income Term Closed End Funds - Taxable (JPI)
Ecofin Sustainable And Social Com Sh Ben Int Closed End Funds - Taxable (TEAF)

View all positions for Atlas Wealth

Top funds holding Mfs Ser Tr V Resh Fd Cl I mutual fund

Atlas Wealth
Tucker Asset Management

View all funds holding Mfs Ser Tr V Resh Fd Cl I mutual fund