Q4 2018 13F Holders as of 31 Dec 2018
-
Type / Class
-
Equity / EQUITY FUNDS
-
Number of holders
-
6
-
Total 13F shares, excl. options
-
109,131
-
Shares change
-
+32,843
-
Total reported value, excl. options
-
$3,876,000
-
Value change
-
+$1,166,340
-
Number of buys
-
4
-
Number of sells
-
-1
-
Price
-
$35.52
Significant Holders of MFS VALUE I - EQUITY FUNDS as of Q4 2018
6 filings reported holding 552983694 - MFS VALUE I - EQUITY FUNDS as of Q4 2018.
MFS VALUE I - EQUITY FUNDS has 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 109,131 shares
.
Largest 6 shareholders include BTR CAPITAL MANAGEMENT INC (63,161 shares), Fulton Bank, N.A. (20,947 shares), Arvest Bank Trust Division (11,689 shares), Williams Jones & Associates LLC (8,830 shares), QCI ASSET MANAGEMENT INC/NY (3,788 shares), and Vectors Research Management, LLC (716 shares).
This table shows the top 6 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.