VFA
MVO

Valeo Financial Advisors’s MV Oil Trust MVO Stock Holding History

Valeo Financial 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
2019
Q4 		– Sell
-100
Closed -$1K – 1683
2019
Q3 		$1K Buy
+100
New +$757 ﹤0.01% 1464

Other funds holding MVO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IIC
Integrated Investment Consultants Bloomfield Hills, Michigan $471M AUM 20.31% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Valeo Financial Advisors's MVO Position: Q4 2019 in Review

Valeo Financial Advisors sold out of MV Oil Trust (MVO) in Q4 2019, closing a stake of 100 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in MVO in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 22 funds tracked by Wall St. Rank hold MVO as of Q4 2019.

  • Valeo Financial Advisors reported no remaining MV Oil Trust position as of Q4 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 100 MV Oil Trust shares in Q4 2019, an estimated $1K.
  • Valeo Financial Advisors first reported a position in MV Oil Trust in Q3 2019 and held it in 1 quarter.
  • Valeo Financial Advisors's MV Oil Trust position peaked at $1K in Q3 2019.
  • 22 funds tracked by Wall St. Rank held MV Oil Trust as of Q4 2019.

Based on Valeo Financial Advisors's 13F filing for Q4 2019, filed 24 Jan 2020.