AWMS
MVO

Advocacy Wealth Management Services’s MV Oil Trust MVO Stock Holding History

Advocacy Wealth Management Services’s Portfolio MVO Stock Details MVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-300
Closed -$2K – 383
2016
Q2 		$2K Hold
300
– – ﹤0.01% 376
2016
Q1 		$1K Sell
300
-500
-63% -$2.36K ﹤0.01% 478
2015
Q4 		$4K Buy
+800
New +$5K ﹤0.01% 444
2013
Q3 		$94K Sell
3,200
-2,400
-43% -$68.1K 0.26% 69
2013
Q2 		$176K Buy
+5,600
New +$158K 0.7% 43

Other funds holding MVO

RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
SIC
Shoker Investment Counsel Oxford, Ohio $337M AUM 24.9% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
IIC
Integrated Investment Consultants Bloomfield Hills, Michigan $471M AUM 20.31% 1-Year Est. Return

Advocacy Wealth Management Services's MVO Position: Q3 2016 in Review

Advocacy Wealth Management Services sold out of MV Oil Trust (MVO) in Q3 2016, closing a stake of 300 shares — an estimated $2K sold.

Advocacy Wealth Management Services first reported a position in MVO in Q2 2013 and held it in 5 quarters. The position peaked at $176K in Q2 2013. 36 funds tracked by Wall St. Rank hold MVO as of Q3 2016.

  • Advocacy Wealth Management Services reported no remaining MV Oil Trust position as of Q3 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 300 MV Oil Trust shares in Q3 2016, an estimated $2K.
  • Advocacy Wealth Management Services first reported a position in MV Oil Trust in Q2 2013 and held it in 5 quarters.
  • Advocacy Wealth Management Services's MV Oil Trust position peaked at $176K in Q2 2013.
  • 36 funds tracked by Wall St. Rank held MV Oil Trust as of Q3 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2016, filed 19 Oct 2016.