OCM
MVO

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

One 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
Q4 		– Sell
-790
Closed -$21K – 345
2014
Q3 		$21K Buy
+790
New +$21.2K 0.01% 347

Other funds holding MVO

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ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SIC
Shoker Investment Counsel Oxford, Ohio $337M AUM 24.9% 1-Year Est. Return

One Capital Management's MVO Position: Q4 2014 in Review

One Capital Management sold out of MV Oil Trust (MVO) in Q4 2014, closing a stake of 790 shares — an estimated $21K sold.

One Capital Management first reported a position in MVO in Q3 2014 and held it in 1 quarter. The position peaked at $21K in Q3 2014. 36 funds tracked by Wall St. Rank hold MVO as of Q4 2014.

  • One Capital Management reported no remaining MV Oil Trust position as of Q4 2014 after selling out during the quarter.
  • One Capital Management sold 790 MV Oil Trust shares in Q4 2014, an estimated $21K.
  • One Capital Management first reported a position in MV Oil Trust in Q3 2014 and held it in 1 quarter.
  • One Capital Management's MV Oil Trust position peaked at $21K in Q3 2014.
  • 36 funds tracked by Wall St. Rank held MV Oil Trust as of Q4 2014.

Based on One Capital Management's 13F filing for Q4 2014, filed 13 Feb 2015.