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MFS CALIF MUN FD
MFS CALIF MUN FD. Institutional holdings reported to the SEC.

Institutional Holders (2016Q1)
Portfolio Summary: 13 Institutional holders with a total value of $4,707,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Advisors Asset Management, Inc. 150,215 1,843,000 39.15%
2 UBS Group AG 100,341 1,229,000 26.11%
3 LPL Financial LLC 40,890 507,000 10.77%
4 WELLS FARGO & COMPANY/MN 24,685 302,000 6.42%
5 Commonwealth Equity Services, Inc 14,157 173,000 3.68%
6 Horizon Kinetics LLC 12,315 151,000 3.21%
7 Tradewinds Capital Management, LLC 12,000 147,000 3.12%
8 Diligent Investors, LLC 11,118 136,000 2.89%
9 Point View Wealth Management, Inc. 10,148 124,000 2.63%
10 MORGAN STANLEY 3,200 39,000 0.83%
11 BANK OF AMERICA CORP /DE/ 3,000 36,000 0.76%
12 D.A. DAVIDSON & CO. 1,000 12,000 0.25%
13 Tower Research Capital LLC (TRC) 629 8,000 0.17%

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.