BRWA
MVO

B. Riley Wealth Advisors’s MV Oil Trust MVO Stock Holding History

B. Riley Wealth Advisors’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
2020
Q1 		– Sell
-81,300
Closed -$510K – 857
2019
Q4 		$510K Buy
81,300
+42,100
+107% +$268K 0.04% 430
2019
Q3 		$298K Buy
39,200
+27,700
+241% +$210K 0.03% 595
2019
Q2 		$93K Buy
+11,500
New +$94.6K 0.01% 757
2015
Q1 		– Sell
-640
Closed -$9 – 1448
2014
Q4 		$9 Buy
+640
New +$13.1K ﹤0.01% 2926

Other funds holding MVO

Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $755M AUM 25.99% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
IIC
Integrated Investment Consultants Bloomfield Hills, Michigan $471M AUM 20.31% 1-Year Est. Return
CS
Capital Square Chattanooga, Tennessee $217M AUM 13.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

B. Riley Wealth Advisors's MVO Position: Q1 2020 in Review

B. Riley Wealth Advisors sold out of MV Oil Trust (MVO) in Q1 2020, closing a stake of 81,300 shares — an estimated $510K sold.

B. Riley Wealth Advisors first reported a position in MVO in Q4 2014 and held it in 4 quarters. The position peaked at $510K in Q4 2019. 24 funds tracked by Wall St. Rank hold MVO as of Q1 2020.

  • B. Riley Wealth Advisors reported no remaining MV Oil Trust position as of Q1 2020 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 81,300 MV Oil Trust shares in Q1 2020, an estimated $510K.
  • B. Riley Wealth Advisors first reported a position in MV Oil Trust in Q4 2014 and held it in 4 quarters.
  • B. Riley Wealth Advisors's MV Oil Trust position peaked at $510K in Q4 2019.
  • 24 funds tracked by Wall St. Rank held MV Oil Trust as of Q1 2020.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2020, filed 6 May 2020.