MFT
MVO

Moisand Fitzgerald Tamayo’s MV Oil Trust MVO Stock Holding History

Moisand Fitzgerald Tamayo’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
2020
Q4 		– Sell
-1,548
Closed -$4K – 376
2020
Q3 		$4K Buy
+1,548
New +$4.56K ﹤0.01% 261

Other funds holding MVO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $755M AUM 25.99% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
IIC
Integrated Investment Consultants Bloomfield Hills, Michigan $471M AUM 20.31% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Moisand Fitzgerald Tamayo's MVO Position: Q4 2020 in Review

Moisand Fitzgerald Tamayo sold out of MV Oil Trust (MVO) in Q4 2020, closing a stake of 1,548 shares — an estimated $4K sold.

Moisand Fitzgerald Tamayo first reported a position in MVO in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 25 funds tracked by Wall St. Rank hold MVO as of Q4 2020.

  • Moisand Fitzgerald Tamayo reported no remaining MV Oil Trust position as of Q4 2020 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 1,548 MV Oil Trust shares in Q4 2020, an estimated $4K.
  • Moisand Fitzgerald Tamayo first reported a position in MV Oil Trust in Q3 2020 and held it in 1 quarter.
  • Moisand Fitzgerald Tamayo's MV Oil Trust position peaked at $4K in Q3 2020.
  • 25 funds tracked by Wall St. Rank held MV Oil Trust as of Q4 2020.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2020, filed 2 Feb 2021.