EWM
MVO

Elite Wealth Management’s MV Oil Trust MVO Stock Holding History

Elite Wealth Management’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
2014
Q1 		– Sell
-200
Closed -$5K – 555
2013
Q4 		$5K Hold
200
– – ﹤0.01% 470
2013
Q3 		$6K Hold
200
– – 0.01% 335
2013
Q2 		$6K Buy
+200
New +$5.65K 0.01% 239

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return
ZIM
Zacks Investment Management Chicago, Illinois $12.5B AUM 29.36% 1-Year Est. Return

Elite Wealth Management's MVO Position: Q1 2014 in Review

Elite Wealth Management sold out of MV Oil Trust (MVO) in Q1 2014, closing a stake of 200 shares — an estimated $5K sold.

Elite Wealth Management first reported a position in MVO in Q2 2013 and held it in 3 quarters. The position peaked at $6K in Q3 2013. 31 funds tracked by Wall St. Rank hold MVO as of Q1 2014.

  • Elite Wealth Management reported no remaining MV Oil Trust position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 200 MV Oil Trust shares in Q1 2014, an estimated $5K.
  • Elite Wealth Management first reported a position in MV Oil Trust in Q2 2013 and held it in 3 quarters.
  • Elite Wealth Management's MV Oil Trust position peaked at $6K in Q3 2013.
  • 31 funds tracked by Wall St. Rank held MV Oil Trust as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.