SeaCrest Wealth Management’s MV Oil Trust MVO Stock Holding History

SeaCrest Wealth 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
2019 Q2	–	Sell	-3,000	Closed	-$25K	–	1343
2019 Q1	$25K	Hold	3,000	–	–	﹤0.01%	1194
2018 Q4	$21K	Hold	3,000	–	–	﹤0.01%	1223
2018 Q3	$35K	Hold	3,000	–	–	0.01%	1151
2018 Q2	$31K	Hold	3,000	–	–	0.01%	1180
2018 Q1	$24K	Hold	3,000	–	–	﹤0.01%	1257
2017 Q4	$25K	Buy	+3,000	New	+$18.8K	﹤0.01%	1251

Other funds holding MVO

RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IIC

Integrated Investment Consultants Bloomfield Hills, Michigan $471M AUM 20.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SeaCrest Wealth Management's MVO Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of MV Oil Trust (MVO) in Q2 2019, closing a stake of 3,000 shares — an estimated $25K sold.

SeaCrest Wealth Management first reported a position in MVO in Q4 2017 and held it in 6 quarters. The position peaked at $35K in Q3 2018. 24 funds tracked by Wall St. Rank hold MVO as of Q2 2019.

SeaCrest Wealth Management reported no remaining MV Oil Trust position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 3,000 MV Oil Trust shares in Q2 2019, an estimated $25K.
SeaCrest Wealth Management first reported a position in MV Oil Trust in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's MV Oil Trust position peaked at $35K in Q3 2018.
24 funds tracked by Wall St. Rank held MV Oil Trust as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.