PCG
MVO

Private Capital Group’s MV Oil Trust MVO Stock Holding History

Private Capital 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
-460
Closed -$5K – 2388
2019
Q2 		$5K Buy
+460
New +$3.78K ﹤0.01% 1641
2018
Q4 		– Sell
-460
Closed -$5K – 2295
2018
Q3 		$5K Hold
460
– – ﹤0.01% 1699
2018
Q2 		$4K Hold
460
– – ﹤0.01% 1716
2018
Q1 		$4K Hold
460
– – ﹤0.01% 1671
2017
Q4 		$4 Buy
+460
New +$2.88K ﹤0.01% 1702

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

Private Capital Group's MVO Position: Q3 2019 in Review

Private Capital Group sold out of MV Oil Trust (MVO) in Q3 2019, closing a stake of 460 shares — an estimated $5K sold.

Private Capital Group first reported a position in MVO in Q4 2017 and held it in 5 quarters. The position peaked at $5K in Q2 2019. 24 funds tracked by Wall St. Rank hold MVO as of Q3 2019.

  • Private Capital Group reported no remaining MV Oil Trust position as of Q3 2019 after selling out during the quarter.
  • Private Capital Group sold 460 MV Oil Trust shares in Q3 2019, an estimated $5K.
  • Private Capital Group first reported a position in MV Oil Trust in Q4 2017 and held it in 5 quarters.
  • Private Capital Group's MV Oil Trust position peaked at $5K in Q2 2019.
  • 24 funds tracked by Wall St. Rank held MV Oil Trust as of Q3 2019.

Based on Private Capital Group's 13F filing for Q3 2019, filed 13 Nov 2019.