SPIA
MVO

Steward Partners Investment Advisory’s MV Oil Trust MVO Stock Holding History

Steward Partners Investment Advisory’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
2018
Q3 		– Sell
-134
Closed -$1K – 2653
2018
Q2 		$1K Buy
+134
New +$1.25K ﹤0.01% 2366

Other funds holding MVO

RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Steward Partners Investment Advisory's MVO Position: Q3 2018 in Review

Steward Partners Investment Advisory sold out of MV Oil Trust (MVO) in Q3 2018, closing a stake of 134 shares — an estimated $1K sold.

Steward Partners Investment Advisory first reported a position in MVO in Q2 2018 and held it in 1 quarter. The position peaked at $1K in Q2 2018. 28 funds tracked by Wall St. Rank hold MVO as of Q3 2018.

  • Steward Partners Investment Advisory reported no remaining MV Oil Trust position as of Q3 2018 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 134 MV Oil Trust shares in Q3 2018, an estimated $1K.
  • Steward Partners Investment Advisory first reported a position in MV Oil Trust in Q2 2018 and held it in 1 quarter.
  • Steward Partners Investment Advisory's MV Oil Trust position peaked at $1K in Q2 2018.
  • 28 funds tracked by Wall St. Rank held MV Oil Trust as of Q3 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2018, filed 23 Oct 2018.