WCM
MVO

WealthBridge Capital Management’s MV Oil Trust MVO Stock Holding History

WealthBridge Capital Management’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
Q2 		– Sell
-1,000
Closed -$8K – 591
2019
Q1 		$8K Buy
+1,000
New +$7.67K 0.01% 609

Other funds holding MVO

RA
RR Advisors Dallas, Texas $360M AUM 28.52% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IIC
Integrated Investment Consultants Bloomfield Hills, Michigan $471M AUM 20.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WealthBridge Capital Management's MVO Position: Q2 2019 in Review

WealthBridge Capital Management sold out of MV Oil Trust (MVO) in Q2 2019, closing a stake of 1,000 shares — an estimated $8K sold.

WealthBridge Capital Management first reported a position in MVO in Q1 2019 and held it in 1 quarter. The position peaked at $8K in Q1 2019. 24 funds tracked by Wall St. Rank hold MVO as of Q2 2019.

  • WealthBridge Capital Management reported no remaining MV Oil Trust position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 1,000 MV Oil Trust shares in Q2 2019, an estimated $8K.
  • WealthBridge Capital Management first reported a position in MV Oil Trust in Q1 2019 and held it in 1 quarter.
  • WealthBridge Capital Management's MV Oil Trust position peaked at $8K in Q1 2019.
  • 24 funds tracked by Wall St. Rank held MV Oil Trust as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.