Winslow Evans & Crocker’s MV Oil Trust MVO Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$0	Hold	50	–	–	﹤0.01%	1343
2020 Q3	$0	Hold	50	–	–	﹤0.01%	1127
2020 Q2	$0	Hold	50	–	–	﹤0.01%	1150
2020 Q1	$2K	Hold	50	–	–	﹤0.01%	1031
2019 Q4	$2K	Hold	50	–	–	﹤0.01%	1093
2019 Q3	$2K	Hold	50	–	–	﹤0.01%	1085
2019 Q2	$2K	Hold	50	–	–	﹤0.01%	1084
2019 Q1	$2K	Hold	50	–	–	﹤0.01%	1206
2018 Q4	$2K	Hold	50	–	–	﹤0.01%	1031
2018 Q3	$2K	Hold	50	–	–	﹤0.01%	1045
2018 Q2	$2K	Hold	50	–	–	﹤0.01%	1054
2018 Q1	$394	Hold	50	–	–	﹤0.01%	1105
2017 Q4	$420	Hold	50	–	–	﹤0.01%	1103
2017 Q3	$288	Hold	50	–	–	﹤0.01%	1101
2017 Q2	$291	Hold	50	–	–	﹤0.01%	1248
2017 Q1	$306	Hold	50	–	–	﹤0.01%	1220
2016 Q4	$312	Hold	50	–	–	﹤0.01%	1226
2016 Q3	$286	Hold	50	–	–	﹤0.01%	1272
2016 Q2	$316	Hold	50	–	–	﹤0.01%	1255
2016 Q1	$235	Hold	50	–	–	﹤0.01%	1259
2015 Q4	$244	Buy	+50	New	+$313	﹤0.01%	1338
2015 Q3	–	Sell	-200	Closed	-$2.1K	–	1317
2015 Q2	$2.1K	Hold	200	–	–	﹤0.01%	1202
2015 Q1	$3.07K	Hold	200	–	–	﹤0.01%	1116
2014 Q4	$2.91K	Hold	200	–	–	﹤0.01%	1147
2014 Q3	$5.23K	Hold	200	–	–	﹤0.01%	1079
2014 Q2	$5.76K	Hold	200	–	–	﹤0.01%	992
2014 Q1	$5.03K	Hold	200	–	–	﹤0.01%	1020
2013 Q4	$5K	Buy	+200	New	+$5.36K	﹤0.01%	1139

Other funds holding MVO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Symphony Financial Houston, Texas $755M AUM 25.99% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

IIC

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

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Winslow Evans & Crocker's MVO Position: Q4 2020 in Review

Winslow Evans & Crocker held its MV Oil Trust (MVO) position steady in Q4 2020 at 50 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1343.

Winslow Evans & Crocker first reported a position in MVO in Q4 2013 and has held it in 28 quarters since. The position peaked at $5.76K in Q2 2014. 25 funds tracked by Wall St. Rank hold MVO as of Q4 2020.

Winslow Evans & Crocker held 50 shares of MV Oil Trust worth $0 as of Q4 2020.
Winslow Evans & Crocker left its MV Oil Trust share count unchanged in Q4 2020.
MV Oil Trust made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1343 holding.
Winslow Evans & Crocker first reported a position in MV Oil Trust in Q4 2013 and has held it in 28 quarters since.
Winslow Evans & Crocker's MV Oil Trust position peaked at $5.76K in Q2 2014.
25 funds tracked by Wall St. Rank held MV Oil Trust as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.