CIBC Private Wealth Group
MVO

CIBC Private Wealth Group’s MV Oil Trust MVO Stock Holding History

CIBC Private Wealth 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
2018
Q3 		– Sell
-50
Closed -$1K – 1432
2018
Q2 		$1K Hold
50
– – ﹤0.01% 1902
2018
Q1 		$0 Hold
50
– – ﹤0.01% 2027
2017
Q4 		$0 Buy
+50
New +$313 ﹤0.01% 1961

Other funds holding MVO

RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC Private Wealth Group's MVO Position: Q3 2018 in Review

CIBC Private Wealth Group sold out of MV Oil Trust (MVO) in Q3 2018, closing a stake of 50 shares — an estimated $1K sold.

CIBC Private Wealth Group first reported a position in MVO in Q4 2017 and held it in 3 quarters. The position peaked at $1K in Q2 2018. 28 funds tracked by Wall St. Rank hold MVO as of Q3 2018.

  • CIBC Private Wealth Group reported no remaining MV Oil Trust position as of Q3 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 50 MV Oil Trust shares in Q3 2018, an estimated $1K.
  • CIBC Private Wealth Group first reported a position in MV Oil Trust in Q4 2017 and held it in 3 quarters.
  • CIBC Private Wealth Group's MV Oil Trust position peaked at $1K in Q2 2018.
  • 28 funds tracked by Wall St. Rank held MV Oil Trust as of Q3 2018.

Based on CIBC Private Wealth Group's 13F filing for Q3 2018, filed 14 Nov 2018.