MV CAPITAL MANAGEMENT, INC.

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MV Capital Management is based out of Bethesda. MV Capital Management is a large advisory firm with 347 clients and discretionary assets under management (AUM) of $568,818,412 (Form ADV from 2019-08-07). Their last reported 13F filing for Q3 2019 included $439,748,000 in managed 13F securities and a top 10 holdings concentration of 62.3%. MV Capital Management's largest holding is iShares Floating Rate Bond ETF with shares held of 992,572. Whalewisdom has at least 21 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $439.748 Million
  • Prior Market Value $432.542 Million
  • New Purchases58 stocks
  • Additional Purchases112 stocks
  • Sold out of24 stocks
  • Reduced holdings in65 stocks
  • Top 10 Holdings % 62.30 %
  • Turnover % [1]:21.24%
  • Turnover Alt % [2]: 3.83 %
  • Time Held Top20:9.10 quarters
  • Time Held Top10:13.40 quarters
  • Time Held All:11.13 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -0.33%
Performance Last 4 Quarters: -0.59%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR/A (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

MV CAPITAL MANAGEMENT, INC.
3 BETHESDA METRO CENTER SUITE 650
BETHESDA MD    20814-6336
Country: United States

Business Phone: 301-656-6545
Fax: 301-656-2722
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: MD
Number of employees: 10
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 347
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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MV CAPITAL MANAGEMENT, INC.

ownership team - last updated 2019-08-07
Name Title Start Date Direct/Indirect % Ownership
VOJDANI, MASOOD PRESIDENT 12/01/2005 Direct 75% or more
Fund Name Position direct/indirect start date end date
MV CAPITAL MANAGEMENT, INC. PRESIDENT direct 2005-12-01
GV FINANCIAL ADVISORS,INC. PRESIDENT direct 2001-01-01 2005-10-26
GELLER FINANCIAL ADVISORS INC SHAREHOLDER indirect 2001-01-01 2006-04-11
GV FINANCIAL ADVISORS,INC. SHAREHOLDER indirect 2001-01-01 2006-04-11
GV CAPITAL MANAGEMENT,INC. PRESIDENT direct 2001-01-01 2006-04-11
UNDERWOOD, MARK, EVANS CHIEF COMPLIANCE OFFICER 11/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
MV CAPITAL MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2009-11-01

MV CAPITAL MANAGEMENT, INC.

ownership team - last updated 2019-03-30
Name Title Start Date Direct/Indirect % Ownership
VOJDANI, MASOOD PRESIDENT 12/01/2005 Direct 75% or more
Fund Name Position direct/indirect start date end date
MV CAPITAL MANAGEMENT, INC. PRESIDENT direct 2005-12-01
GV FINANCIAL ADVISORS,INC. PRESIDENT direct 2001-01-01 2005-10-26
GELLER FINANCIAL ADVISORS INC SHAREHOLDER indirect 2001-01-01 2006-04-11
GV FINANCIAL ADVISORS,INC. SHAREHOLDER indirect 2001-01-01 2006-04-11
GV CAPITAL MANAGEMENT,INC. PRESIDENT direct 2001-01-01 2006-04-11
UNDERWOOD, MARK, EVANS CHIEF COMPLIANCE OFFICER 11/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
MV CAPITAL MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2009-11-01

MV CAPITAL MANAGEMENT, INC.

ownership team - last updated 2017-03-31
Name Title Start Date Direct/Indirect % Ownership
VOJDANI, MASOOD PRESIDENT 12/01/2005 Direct 75% or more
Fund Name Position direct/indirect start date end date
MV CAPITAL MANAGEMENT, INC. PRESIDENT direct 2005-12-01
GV FINANCIAL ADVISORS,INC. PRESIDENT direct 2001-01-01 2005-10-26
GELLER FINANCIAL ADVISORS INC SHAREHOLDER indirect 2001-01-01 2006-04-11
GV FINANCIAL ADVISORS,INC. SHAREHOLDER indirect 2001-01-01 2006-04-11
GV CAPITAL MANAGEMENT,INC. PRESIDENT direct 2001-01-01 2006-04-11
UNDERWOOD, MARK, EVANS CHIEF COMPLIANCE OFFICER 11/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
MV CAPITAL MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2009-11-01

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