FMII
MVO

Farmers & Merchants Investments Inc’s MV Oil Trust MVO Stock Holding History

Farmers & Merchants Investments Inc’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
Q4 		– Sell
-1,325
Closed -$39K – 683
2013
Q3 		$39K Sell
1,325
-1,150
-46% -$32.6K 0.01% 300
2013
Q2 		$78K Buy
+2,475
New +$69.9K 0.01% 260

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 $4.88B AUM 24.08% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 19.31% 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 $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 58.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ZIM
Zacks Investment Management Chicago, Illinois $12.5B AUM 29.36% 1-Year Est. Return

Farmers & Merchants Investments Inc's MVO Position: Q4 2013 in Review

Farmers & Merchants Investments Inc sold out of MV Oil Trust (MVO) in Q4 2013, closing a stake of 1,325 shares — an estimated $39K sold.

Farmers & Merchants Investments Inc first reported a position in MVO in Q2 2013 and held it in 2 quarters. The position peaked at $78K in Q2 2013. 35 funds tracked by Wall St. Rank hold MVO as of Q4 2013.

  • Farmers & Merchants Investments Inc reported no remaining MV Oil Trust position as of Q4 2013 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 1,325 MV Oil Trust shares in Q4 2013, an estimated $39K.
  • Farmers & Merchants Investments Inc first reported a position in MV Oil Trust in Q2 2013 and held it in 2 quarters.
  • Farmers & Merchants Investments Inc's MV Oil Trust position peaked at $78K in Q2 2013.
  • 35 funds tracked by Wall St. Rank held MV Oil Trust as of Q4 2013.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2013, filed 12 Feb 2014.