Dark
Light
System
Security
MFS CALIF MUN FD
MFS CALIF MUN FD. Institutional holdings reported to the SEC.

Institutional Holders (2015Q2)
Portfolio Summary: 13 Institutional holders with a total value of $2,819,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 UBS Group AG 86,038 926,000 32.85%
2 Advisors Asset Management, Inc. 71,769 770,000 27.31%
3 WELLS FARGO & COMPANY/MN 16,182 174,000 6.17%
4 Karpus Management, Inc. 15,134 163,000 5.78%
5 Commonwealth Equity Services, Inc 14,157 152,000 5.39%
6 Diligent Investors, LLC 13,318 143,000 5.07%
7 Horizon Kinetics LLC 12,215 132,000 4.68%
8 Tradewinds Capital Management, LLC 12,000 129,000 4.58%
9 WHITTIER TRUST CO 11,541 124,000 4.40%
10 Efficient Market Advisors, LLC 5,000 54,000 1.92%
11 MORGAN STANLEY 2,452 26,000 0.92%
12 BANK OF AMERICA CORP /DE/ 1,500 16,000 0.57%
13 D.A. DAVIDSON & CO. 1,000 10,000 0.35%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.