QCIG
MVO

Quad-Cities Investment Group’s MV Oil Trust MVO Stock Holding History

Quad-Cities 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
Q4 		– Sell
-700
Closed -$6K – 504
2019
Q3 		$6K Buy
700
+200
+40% +$1.51K 0.01% 671
2019
Q2 		$4K Hold
500
– – ﹤0.01% 717
2019
Q1 		$4K Buy
500
+200
+67% +$1.53K ﹤0.01% 701
2018
Q4 		$2K Hold
300
– – ﹤0.01% 777
2018
Q3 		$3K Buy
+300
New +$3.18K ﹤0.01% 752

Other funds holding MVO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
IIC
Integrated Investment Consultants Bloomfield Hills, Michigan $471M AUM 20.31% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Quad-Cities Investment Group's MVO Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of MV Oil Trust (MVO) in Q4 2019, closing a stake of 700 shares — an estimated $6K sold.

Quad-Cities Investment Group first reported a position in MVO in Q3 2018 and held it in 5 quarters. The position peaked at $6K in Q3 2019. 22 funds tracked by Wall St. Rank hold MVO as of Q4 2019.

  • Quad-Cities Investment Group reported no remaining MV Oil Trust position as of Q4 2019 after selling out during the quarter.
  • Quad-Cities Investment Group sold 700 MV Oil Trust shares in Q4 2019, an estimated $6K.
  • Quad-Cities Investment Group first reported a position in MV Oil Trust in Q3 2018 and held it in 5 quarters.
  • Quad-Cities Investment Group's MV Oil Trust position peaked at $6K in Q3 2019.
  • 22 funds tracked by Wall St. Rank held MV Oil Trust as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.