TD Waterhouse Canada’s MV Oil Trust MVO Stock Holding History

TD Waterhouse Canada’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 Q3	–	Sell	-600	Closed	-$9.13K	–	1757
2022 Q2	$9.13K	Buy	+600	New	+$6.65K	﹤0.01%	1269

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

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

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

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

TD Waterhouse Canada's MVO Position: Q3 2022 in Review

TD Waterhouse Canada sold out of MV Oil Trust (MVO) in Q3 2022, closing a stake of 600 shares — an estimated $9.13K sold.

TD Waterhouse Canada first reported a position in MVO in Q2 2022 and held it in 1 quarter. The position peaked at $9.13K in Q2 2022. 24 funds tracked by Wall St. Rank hold MVO as of Q3 2022.

TD Waterhouse Canada reported no remaining MV Oil Trust position as of Q3 2022 after selling out during the quarter.
TD Waterhouse Canada sold 600 MV Oil Trust shares in Q3 2022, an estimated $9.13K.
TD Waterhouse Canada first reported a position in MV Oil Trust in Q2 2022 and held it in 1 quarter.
TD Waterhouse Canada's MV Oil Trust position peaked at $9.13K in Q2 2022.
24 funds tracked by Wall St. Rank held MV Oil Trust as of Q3 2022.

Based on TD Waterhouse Canada's 13F filing for Q3 2022, filed 13 Nov 2023.