ICM
MVO

IMS Capital Management’s MV Oil Trust MVO Stock Holding History

IMS Capital 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
-5,800
Closed -$138K – 170
2013
Q4 		$138K Buy
+5,800
New +$155K 0.17% 140

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CL
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HFS
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ZIM
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IMS Capital Management's MVO Position: Q1 2014 in Review

IMS Capital Management sold out of MV Oil Trust (MVO) in Q1 2014, closing a stake of 5,800 shares — an estimated $138K sold.

IMS Capital Management first reported a position in MVO in Q4 2013 and held it in 1 quarter. The position peaked at $138K in Q4 2013. 31 funds tracked by Wall St. Rank hold MVO as of Q1 2014.

  • IMS Capital Management reported no remaining MV Oil Trust position as of Q1 2014 after selling out during the quarter.
  • IMS Capital Management sold 5,800 MV Oil Trust shares in Q1 2014, an estimated $138K.
  • IMS Capital Management first reported a position in MV Oil Trust in Q4 2013 and held it in 1 quarter.
  • IMS Capital Management's MV Oil Trust position peaked at $138K in Q4 2013.
  • 31 funds tracked by Wall St. Rank held MV Oil Trust as of Q1 2014.

Based on IMS Capital Management's 13F filing for Q1 2014, filed 14 May 2014.