WCM
MVO

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

Windsor 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
2015
Q4 		– Sell
-400
Closed -$2K – 299
2015
Q3 		$2K Buy
+400
New +$2.78K ﹤0.01% 507

Other funds holding MVO

CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
SIC
Shoker Investment Counsel Oxford, Ohio $337M AUM 24.9% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Windsor Capital Management's MVO Position: Q4 2015 in Review

Windsor Capital Management sold out of MV Oil Trust (MVO) in Q4 2015, closing a stake of 400 shares — an estimated $2K sold.

Windsor Capital Management first reported a position in MVO in Q3 2015 and held it in 1 quarter. The position peaked at $2K in Q3 2015. 32 funds tracked by Wall St. Rank hold MVO as of Q4 2015.

  • Windsor Capital Management reported no remaining MV Oil Trust position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 400 MV Oil Trust shares in Q4 2015, an estimated $2K.
  • Windsor Capital Management first reported a position in MV Oil Trust in Q3 2015 and held it in 1 quarter.
  • Windsor Capital Management's MV Oil Trust position peaked at $2K in Q3 2015.
  • 32 funds tracked by Wall St. Rank held MV Oil Trust as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.