BF
MVO

BOK Financial’s MV Oil Trust MVO Stock Holding History

BOK Financial’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
2013
Q3 		– Sell
-12,895
Closed -$405K – 838
2013
Q2 		$405K Buy
+12,895
New +$364K 0.02% 593

Other funds holding MVO

BIM
Bridgecreek Investment Management Tulsa, Oklahoma $516M AUM 41.96% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BOK Financial's MVO Position: Q3 2013 in Review

BOK Financial sold out of MV Oil Trust (MVO) in Q3 2013, closing a stake of 12,895 shares — an estimated $405K sold.

BOK Financial first reported a position in MVO in Q2 2013 and held it in 1 quarter. The position peaked at $405K in Q2 2013. 31 funds tracked by Wall St. Rank hold MVO as of Q3 2013.

  • BOK Financial reported no remaining MV Oil Trust position as of Q3 2013 after selling out during the quarter.
  • BOK Financial sold 12,895 MV Oil Trust shares in Q3 2013, an estimated $405K.
  • BOK Financial first reported a position in MV Oil Trust in Q2 2013 and held it in 1 quarter.
  • BOK Financial's MV Oil Trust position peaked at $405K in Q2 2013.
  • 31 funds tracked by Wall St. Rank held MV Oil Trust as of Q3 2013.

Based on BOK Financial's 13F filing for Q3 2013, filed 12 Nov 2013.