Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Intercontinental Wealth Advisors, LLC | 6 | 6 | 0.45% | 0.50% | 0.54% | Q4 2015 | Q1 2017 | 6 |
GLENMEDE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
Coston, McIsaac & Partners | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
MOTCO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 5 |
MASSMUTUAL TRUST CO FSB/ADV | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 3 |
CCM INVESTMENT ADVISERS LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q1 2015 | 3 |
DIVIDEND ASSETS CAPITAL, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 3 |
Advocacy Wealth Management Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2016 | 2 |
TRUST CO OF VERMONT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Almanack Investment Partners, LLC. | 2 | 2 | 0.11% | 0.12% | 0.13% | Q3 2018 | Q4 2018 | 2 |
FDx Advisors, Inc. | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2015 | Q1 2015 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
This page lists all the filers that currently own MFS INTERNATIONAL VALUE FUND or have owned MFS INTERNATIONAL VALUE FUND in the past.