Sigma Planning Corp’s MV Oil Trust MVO Stock Holding History

Sigma Planning Corp’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
2022 Q1	–	Sell	-11,223	Closed	-$99K	–	1453
2021 Q4	$99K	Buy	11,223 +475	+4%	+$4.04K	﹤0.01%	1325
2021 Q3	$93K	Buy	10,748 +422	+4%	+$3.11K	﹤0.01%	1321
2021 Q2	$88K	Buy	+10,326	New	+$62.8K	﹤0.01%	1367
2018 Q3	–	Sell	-10,700	Closed	-$110K	–	985
2018 Q2	$110K	Buy	10,700 +193	+2%	+$1.8K	0.01%	867
2018 Q1	$83K	Buy	10,507 +219	+2%	+$1.75K	0.01%	832
2017 Q4	$86K	Buy	+10,288	New	+$64.4K	0.01%	827

Other funds holding MVO

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

Symphony Financial Houston, Texas $755M AUM 25.99% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Sigma Planning Corp's MVO Position: Q1 2022 in Review

Sigma Planning Corp sold out of MV Oil Trust (MVO) in Q1 2022, closing a stake of 11,223 shares — an estimated $99K sold.

Sigma Planning Corp first reported a position in MVO in Q4 2017 and held it in 6 quarters. The position peaked at $110K in Q2 2018. 27 funds tracked by Wall St. Rank hold MVO as of Q1 2022.

Sigma Planning Corp reported no remaining MV Oil Trust position as of Q1 2022 after selling out during the quarter.
Sigma Planning Corp sold 11,223 MV Oil Trust shares in Q1 2022, an estimated $99K.
Sigma Planning Corp first reported a position in MV Oil Trust in Q4 2017 and held it in 6 quarters.
Sigma Planning Corp's MV Oil Trust position peaked at $110K in Q2 2018.
27 funds tracked by Wall St. Rank held MV Oil Trust as of Q1 2022.

Based on Sigma Planning Corp's 13F filing for Q1 2022, filed 20 Apr 2022.