EWM
MVO

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

Evercore 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
2015
Q1 		– Sell
-500
Closed -$7K – 1026
2014
Q4 		$7K Buy
+500
New +$10.2K ﹤0.01% 774

Other funds holding MVO

BIM
Bridgecreek Investment Management Tulsa, Oklahoma $516M AUM 41.96% 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
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Shoker Investment Counsel Oxford, Ohio $337M AUM 24.9% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 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

Evercore Wealth Management's MVO Position: Q1 2015 in Review

Evercore Wealth Management sold out of MV Oil Trust (MVO) in Q1 2015, closing a stake of 500 shares — an estimated $7K sold.

Evercore Wealth Management first reported a position in MVO in Q4 2014 and held it in 1 quarter. The position peaked at $7K in Q4 2014. 37 funds tracked by Wall St. Rank hold MVO as of Q1 2015.

  • Evercore Wealth Management reported no remaining MV Oil Trust position as of Q1 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 500 MV Oil Trust shares in Q1 2015, an estimated $7K.
  • Evercore Wealth Management first reported a position in MV Oil Trust in Q4 2014 and held it in 1 quarter.
  • Evercore Wealth Management's MV Oil Trust position peaked at $7K in Q4 2014.
  • 37 funds tracked by Wall St. Rank held MV Oil Trust as of Q1 2015.

Based on Evercore Wealth Management's 13F filing for Q1 2015, filed 6 May 2015.