CA
MVO

Calton & Associates’s MV Oil Trust MVO Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-980
Closed -$8K – 933
2017
Q4 		$8K Buy
+980
New +$6.14K ﹤0.01% 1131

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
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
IIC
Integrated Investment Consultants Bloomfield Hills, Michigan $471M AUM 20.31% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 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
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
PG
PEAK6 Group Chicago, Illinois $23.4B AUM 17.65% 1-Year Est. Return

Calton & Associates's MVO Position: Q1 2018 in Review

Calton & Associates sold out of MV Oil Trust (MVO) in Q1 2018, closing a stake of 980 shares — an estimated $8K sold.

Calton & Associates first reported a position in MVO in Q4 2017 and held it in 1 quarter. The position peaked at $8K in Q4 2017. 32 funds tracked by Wall St. Rank hold MVO as of Q1 2018.

  • Calton & Associates reported no remaining MV Oil Trust position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 980 MV Oil Trust shares in Q1 2018, an estimated $8K.
  • Calton & Associates first reported a position in MV Oil Trust in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's MV Oil Trust position peaked at $8K in Q4 2017.
  • 32 funds tracked by Wall St. Rank held MV Oil Trust as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.