IWM
MVO

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

IHT 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
2018
Q2 		– Sell
-1,185
Closed -$10K – 1014
2018
Q1 		$10K Hold
1,185
– – ﹤0.01% 1193
2017
Q4 		$11K Buy
+1,185
New +$7.42K ﹤0.01% 1171

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
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
SIC
Shoker Investment Counsel Oxford, Ohio $337M AUM 24.9% 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
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

IHT Wealth Management's MVO Position: Q2 2018 in Review

IHT Wealth Management sold out of MV Oil Trust (MVO) in Q2 2018, closing a stake of 1,185 shares — an estimated $10K sold.

IHT Wealth Management first reported a position in MVO in Q4 2017 and held it in 2 quarters. The position peaked at $11K in Q4 2017. 31 funds tracked by Wall St. Rank hold MVO as of Q2 2018.

  • IHT Wealth Management reported no remaining MV Oil Trust position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 1,185 MV Oil Trust shares in Q2 2018, an estimated $10K.
  • IHT Wealth Management first reported a position in MV Oil Trust in Q4 2017 and held it in 2 quarters.
  • IHT Wealth Management's MV Oil Trust position peaked at $11K in Q4 2017.
  • 31 funds tracked by Wall St. Rank held MV Oil Trust as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.