Jim Simons
MVO

Jim Simons’s MV Oil Trust MVO Stock Holding History

Jim Simons’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
Q4 		– Sell
-21,700
Closed -$253K – 3526
2018
Q3 		$253K Buy
+21,700
New +$230K ﹤0.01% 3072
2017
Q4 		– Sell
-28,100
Closed -$162K – 3450
2017
Q3 		$162K Buy
+28,100
New +$149K ﹤0.01% 3040
2017
Q2 		– Sell
-14,850
Closed -$91K – 3307
2017
Q1 		$91K Sell
14,850
-33,509
-69% -$219K ﹤0.01% 3091
2016
Q4 		$301K Buy
+48,359
New +$285K ﹤0.01% 2903
2015
Q1 		– Sell
-13,900
Closed -$203K – 3286
2014
Q4 		$203K Buy
+13,900
New +$285K ﹤0.01% 2693
2014
Q2 		– Sell
-35,391
Closed -$890K – 2893
2014
Q1 		$890K Buy
+35,391
New +$851K ﹤0.01% 2129

Other funds holding MVO

RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Jim Simons's MVO Position: Q4 2018 in Review

Jim Simons sold out of MV Oil Trust (MVO) in Q4 2018, closing a stake of 21,700 shares — an estimated $253K sold.

Jim Simons first reported a position in MVO in Q1 2014 and held it in 6 quarters. The position peaked at $890K in Q1 2014. 21 funds tracked by Wall St. Rank hold MVO as of Q4 2018.

  • Jim Simons reported no remaining MV Oil Trust position as of Q4 2018 after selling out during the quarter.
  • Jim Simons sold 21,700 MV Oil Trust shares in Q4 2018, an estimated $253K.
  • Jim Simons first reported a position in MV Oil Trust in Q1 2014 and held it in 6 quarters.
  • Jim Simons's MV Oil Trust position peaked at $890K in Q1 2014.
  • 21 funds tracked by Wall St. Rank held MV Oil Trust as of Q4 2018.

Based on Renaissance Technologies's 13F filing for Q4 2018, filed 13 Feb 2019.