FNBT
MVO

FineMark National Bank & Trust’s MV Oil Trust MVO Stock Holding History

FineMark National Bank & Trust’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
-2,400
Closed -$57K – 1457
2013
Q4 		$57K Buy
+2,400
New +$64.3K 0.01% 549

Other funds holding MVO

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ANTB
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Renaissance Technologies
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TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
Bank of America
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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

FineMark National Bank & Trust's MVO Position: Q1 2014 in Review

FineMark National Bank & Trust sold out of MV Oil Trust (MVO) in Q1 2014, closing a stake of 2,400 shares — an estimated $57K sold.

FineMark National Bank & Trust first reported a position in MVO in Q4 2013 and held it in 1 quarter. The position peaked at $57K in Q4 2013. 31 funds tracked by Wall St. Rank hold MVO as of Q1 2014.

  • FineMark National Bank & Trust reported no remaining MV Oil Trust position as of Q1 2014 after selling out during the quarter.
  • FineMark National Bank & Trust sold 2,400 MV Oil Trust shares in Q1 2014, an estimated $57K.
  • FineMark National Bank & Trust first reported a position in MV Oil Trust in Q4 2013 and held it in 1 quarter.
  • FineMark National Bank & Trust's MV Oil Trust position peaked at $57K in Q4 2013.
  • 31 funds tracked by Wall St. Rank held MV Oil Trust as of Q1 2014.

Based on FineMark National Bank & Trust's 13F filing for Q1 2014, filed 13 May 2014.