TRCT
MVO

Tower Research Capital (TRC)’s MV Oil Trust MVO Stock Holding History

Tower Research Capital (TRC)’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
2021
Q4 		– Sell
-27
Closed – – 6402
2021
Q3 		$0 Buy
+27
New +$199 ﹤0.01% 6016
2016
Q3 		– Sell
-10
Closed – – 4146
2016
Q2 		$0 Sell
10
-415
-98% -$2.21K ﹤0.01% 4773
2016
Q1 		$2K Buy
425
+225
+113% +$1.06K ﹤0.01% 3406
2015
Q4 		$1K Sell
200
-447
-69% -$2.8K ﹤0.01% 4122
2015
Q3 		$4K Buy
+647
New +$4.5K ﹤0.01% 2951
2015
Q2 		– Sell
-689
Closed -$11K – 4805
2015
Q1 		$11K Buy
+689
New +$10.6K ﹤0.01% 2712
2014
Q3 		– Sell
-91
Closed -$3K – 4722
2014
Q2 		$3K Buy
+91
New +$2.35K ﹤0.01% 3205
2014
Q1 		– Sell
-358
Closed -$9K – 4750
2013
Q4 		$9K Buy
+358
New +$9.6K ﹤0.01% 3094

Other funds holding MVO

SF
Symphony Financial Houston, Texas $755M AUM 25.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
IIC
Integrated Investment Consultants Bloomfield Hills, Michigan $471M AUM 20.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
SouthState Corp Winter Haven, Florida $2.14B AUM 18.39% 1-Year Est. Return

Tower Research Capital (TRC)'s MVO Position: Q4 2021 in Review

Tower Research Capital (TRC) sold out of MV Oil Trust (MVO) in Q4 2021, closing a stake of 27 shares.

Tower Research Capital (TRC) first reported a position in MVO in Q4 2013 and held it in 8 quarters. The position peaked at $11K in Q1 2015. 21 funds tracked by Wall St. Rank hold MVO as of Q4 2021.

  • Tower Research Capital (TRC) reported no remaining MV Oil Trust position as of Q4 2021 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 27 MV Oil Trust shares in Q4 2021.
  • Tower Research Capital (TRC) first reported a position in MV Oil Trust in Q4 2013 and held it in 8 quarters.
  • Tower Research Capital (TRC)'s MV Oil Trust position peaked at $11K in Q1 2015.
  • 21 funds tracked by Wall St. Rank held MV Oil Trust as of Q4 2021.

Based on Tower Research Capital (TRC)'s 13F filing for Q4 2021, filed 14 Feb 2022.