WealthPLAN Partners’s MV Oil Trust MVO Stock Holding History

WealthPLAN Partners’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
2016 Q3	$1.18K	Hold	200	–	–	﹤0.01%	888
2016 Q2	$1	Buy	+200	New	+$1.06K	﹤0.01%	2582

Other funds holding MVO

RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return

CSS LLC Chicago, Illinois $1.8B AUM 59.56% 1-Year Est. Return

Shoker Investment Counsel Oxford, Ohio $337M AUM 24.9% 1-Year Est. Return

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

California Public Employees Retirement System

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Freestone Capital Holdings Seattle, Washington $3.28B AUM 21.14% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Integrated Investment Consultants Bloomfield Hills, Michigan $471M AUM 20.31% 1-Year Est. Return