SMA
MVO

Simply Money Advisors’s MV Oil Trust MVO Stock Holding History

Simply Money Advisors’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
2013
Q4 		– Sell
-200
Closed -$6K – 122
2013
Q3 		$6K Hold
200
– – ﹤0.01% 83
2013
Q2 		$6K Buy
+200
New +$5.65K ﹤0.01% 223

Other funds holding MVO

BIM
Bridgecreek Investment Management Tulsa, Oklahoma $516M AUM 41.96% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ZIM
Zacks Investment Management Chicago, Illinois $12.5B AUM 29.36% 1-Year Est. Return

Simply Money Advisors's MVO Position: Q4 2013 in Review

Simply Money Advisors sold out of MV Oil Trust (MVO) in Q4 2013, closing a stake of 200 shares — an estimated $6K sold.

Simply Money Advisors first reported a position in MVO in Q2 2013 and held it in 2 quarters. The position peaked at $6K in Q3 2013. 35 funds tracked by Wall St. Rank hold MVO as of Q4 2013.

  • Simply Money Advisors reported no remaining MV Oil Trust position as of Q4 2013 after selling out during the quarter.
  • Simply Money Advisors sold 200 MV Oil Trust shares in Q4 2013, an estimated $6K.
  • Simply Money Advisors first reported a position in MV Oil Trust in Q2 2013 and held it in 2 quarters.
  • Simply Money Advisors's MV Oil Trust position peaked at $6K in Q3 2013.
  • 35 funds tracked by Wall St. Rank held MV Oil Trust as of Q4 2013.

Based on Simply Money Advisors's 13F filing for Q4 2013, filed 22 Jan 2014.