Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / EQUITY FUNDS
-
Number of holders
-
3
-
Total 13F shares, excl. options
-
128,642
-
Shares change
-
-113,357
-
Total reported value, excl. options
-
$6,282,000
-
Value change
-
-$5,111,046
-
Number of buys
-
2
-
Number of sells
-
-3
-
Price
-
$48.89
Significant Holders of MFS VALUE I - EQUITY FUNDS as of Q1 2021
5 filings reported holding 552983694 - MFS VALUE I - EQUITY FUNDS as of Q1 2021.
MFS VALUE I - EQUITY FUNDS has 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 128,642 shares
.
Largest 5 shareholders include BTR CAPITAL MANAGEMENT INC (120,590 shares), DIVIDEND ASSETS CAPITAL, LLC (6,975 shares), True Link Financial Advisors, LLC (1,077 shares), Arvest Bank Trust Division (0 shares), and Hayden Royal, LLC (0 shares).
This table shows the top 3 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.