WAM
MVO

Wealthspire Advisors (Maryland)’s MV Oil Trust MVO Stock Holding History

Wealthspire Advisors (Maryland)’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
2017
Q4 		– Sell
-200
Closed -$1K – 2513
2017
Q3 		$1K Buy
+200
New +$1.06K ﹤0.01% 2117

Other funds holding MVO

RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 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
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MVO Position: Q4 2017 in Review

Wealthspire Advisors (Maryland) sold out of MV Oil Trust (MVO) in Q4 2017, closing a stake of 200 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in MVO in Q3 2017 and held it in 1 quarter. The position peaked at $1K in Q3 2017. 33 funds tracked by Wall St. Rank hold MVO as of Q4 2017.

  • Wealthspire Advisors (Maryland) reported no remaining MV Oil Trust position as of Q4 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 200 MV Oil Trust shares in Q4 2017, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in MV Oil Trust in Q3 2017 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s MV Oil Trust position peaked at $1K in Q3 2017.
  • 33 funds tracked by Wall St. Rank held MV Oil Trust as of Q4 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2017, filed 7 Feb 2018.