Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Coston, McIsaac & Partners | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
DIVIDEND ASSETS CAPITAL, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
CCM INVESTMENT ADVISERS LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q2 2015 | 4 |
ARVEST TRUST CO N A | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 4 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
This page lists all the filers that currently own MFS Ser. Tr. Grw. Fd. or have owned MFS Ser. Tr. Grw. Fd. in the past.