BIG
MVO

Bellwether Investment Group’s MV Oil Trust MVO Stock Holding History

Bellwether Investment Group’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
2017
Q1 		– Sell
-8,274
Closed -$52K – 890
2016
Q4 		$52K Buy
+8,274
New +$48.8K 0.05% 263
2016
Q2 		$56K Buy
+8,874
New +$47.2K 0.06% 230

Other funds holding MVO

RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
IIC
Integrated Investment Consultants Bloomfield Hills, Michigan $471M AUM 20.31% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bellwether Investment Group's MVO Position: Q1 2017 in Review

Bellwether Investment Group sold out of MV Oil Trust (MVO) in Q1 2017, closing a stake of 8,274 shares — an estimated $52K sold.

Bellwether Investment Group first reported a position in MVO in Q2 2016 and held it in 2 quarters. The position peaked at $56K in Q2 2016. 31 funds tracked by Wall St. Rank hold MVO as of Q1 2017.

  • Bellwether Investment Group reported no remaining MV Oil Trust position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 8,274 MV Oil Trust shares in Q1 2017, an estimated $52K.
  • Bellwether Investment Group first reported a position in MV Oil Trust in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's MV Oil Trust position peaked at $56K in Q2 2016.
  • 31 funds tracked by Wall St. Rank held MV Oil Trust as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.