WP
MVO

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

RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
SIC
Shoker Investment Counsel Oxford, Ohio $337M AUM 24.9% 1-Year Est. Return
GCP
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
FCH
Freestone Capital Holdings Seattle, Washington $3.3B 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 $269B AUM 31.4% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
IIC
Integrated Investment Consultants Bloomfield Hills, Michigan $471M AUM 20.31% 1-Year Est. Return

WealthPLAN Partners's MVO Position: Q3 2016 in Review

WealthPLAN Partners held its MV Oil Trust (MVO) position steady in Q3 2016 at 200 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

WealthPLAN Partners first reported a position in MVO in Q2 2016 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold MVO as of Q3 2016.

  • WealthPLAN Partners held 200 shares of MV Oil Trust worth $1.18K as of Q3 2016.
  • WealthPLAN Partners left its MV Oil Trust share count unchanged in Q3 2016.
  • MV Oil Trust made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #888 holding.
  • WealthPLAN Partners first reported a position in MV Oil Trust in Q2 2016 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held MV Oil Trust as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.