NPC
MVO

National Planning Corporation’s MV Oil Trust MVO Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-267
Closed -$4.16K – 1527
2014
Q4 		$4.16K Buy
+267
New +$5.47K ﹤0.01% 2400

Other funds holding MVO

BIM
Bridgecreek Investment Management Tulsa, Oklahoma $516M AUM 41.96% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Shoker Investment Counsel Oxford, Ohio $337M AUM 24.9% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

National Planning Corporation's MVO Position: Q1 2015 in Review

National Planning Corporation sold out of MV Oil Trust (MVO) in Q1 2015, closing a stake of 267 shares — an estimated $4.16K sold.

National Planning Corporation first reported a position in MVO in Q4 2014 and held it in 1 quarter. The position peaked at $4.16K in Q4 2014. 37 funds tracked by Wall St. Rank hold MVO as of Q1 2015.

  • National Planning Corporation reported no remaining MV Oil Trust position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 267 MV Oil Trust shares in Q1 2015, an estimated $4.16K.
  • National Planning Corporation first reported a position in MV Oil Trust in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's MV Oil Trust position peaked at $4.16K in Q4 2014.
  • 37 funds tracked by Wall St. Rank held MV Oil Trust as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.