KIG
MVO

Kessler Investment Group’s MV Oil Trust MVO Stock Holding History

Kessler Investment Group’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
2019
Q3 		– Sell
-125
Closed -$1K – 115
2019
Q2 		$1K Hold
125
– – ﹤0.01% 116
2019
Q1 		$1K Hold
125
– – ﹤0.01% 115
2018
Q4 		$1K Sell
125
-265
-68% -$2.38K ﹤0.01% 101
2018
Q3 		$5K Buy
390
+265
+212% +$2.81K 0.01% 123
2018
Q2 		$1K Hold
125
– – ﹤0.01% 168
2018
Q1 		$1K Hold
125
– – ﹤0.01% 99
2017
Q4 		$1K Hold
125
– – ﹤0.01% 89
2017
Q3 		$1K Sell
125
-316
-72% -$1.68K ﹤0.01% 90
2017
Q2 		$3K Hold
441
– – ﹤0.01% 74
2017
Q1 		$3K Hold
441
– – ﹤0.01% 89
2016
Q4 		$3K Hold
441
– – ﹤0.01% 84
2016
Q3 		$3K Hold
441
– – ﹤0.01% 79
2016
Q2 		$3K Sell
441
-173
-28% -$921 ﹤0.01% 81
2016
Q1 		$3K Sell
614
-565
-48% -$2.67K ﹤0.01% 83
2015
Q4 		$6K Buy
1,179
+315
+36% +$1.97K 0.01% 83
2015
Q3 		$5K Buy
864
+151
+21% +$1.05K 0.01% 81
2015
Q2 		$7K Buy
713
+130
+22% +$1.51K 0.01% 88
2015
Q1 		$9K Hold
583
– – 0.02% 80
2014
Q4 		$8K Sell
583
-45
-7% -$922 0.01% 92
2014
Q3 		$16K Buy
628
+110
+21% +$2.96K 0.03% 84
2014
Q2 		$15K Hold
518
– – 0.03% 79
2014
Q1 		$13K Hold
518
– – 0.03% 72
2013
Q4 		$12K Sell
518
-13,075
-96% -$351K 0.02% 82
2013
Q3 		$398K Buy
13,593
+13,508
+15,892% +$383K 1.09% 32
2013
Q2 		$3K Buy
+85
New +$2.4K 0.01% 70

Other funds holding MVO

RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
IIC
Integrated Investment Consultants Bloomfield Hills, Michigan $471M AUM 20.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kessler Investment Group's MVO Position: Q3 2019 in Review

Kessler Investment Group sold out of MV Oil Trust (MVO) in Q3 2019, closing a stake of 125 shares — an estimated $1K sold.

Kessler Investment Group first reported a position in MVO in Q2 2013 and held it in 25 quarters. The position peaked at $398K in Q3 2013. 24 funds tracked by Wall St. Rank hold MVO as of Q3 2019.

  • Kessler Investment Group reported no remaining MV Oil Trust position as of Q3 2019 after selling out during the quarter.
  • Kessler Investment Group sold 125 MV Oil Trust shares in Q3 2019, an estimated $1K.
  • Kessler Investment Group first reported a position in MV Oil Trust in Q2 2013 and held it in 25 quarters.
  • Kessler Investment Group's MV Oil Trust position peaked at $398K in Q3 2013.
  • 24 funds tracked by Wall St. Rank held MV Oil Trust as of Q3 2019.

Based on Kessler Investment Group's 13F filing for Q3 2019, filed 21 Oct 2019.