Wolverine Trading
MVO

Wolverine Trading’s MV Oil Trust MVO Stock Holding History

Wolverine Trading’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
2024
Q1 		– Sell
-10,779
Closed -$130K – 4996
2023
Q4 		$130K Buy
+10,779
New +$131K ﹤0.01% 4033
2018
Q3 		– Sell
-58,206
Closed -$617K – 5548
2018
Q2 		$457K Hold
58,206
– – ﹤0.01% 3195
2018
Q1 		$457K Sell
58,206
-12,795
-18% -$102K ﹤0.01% 3195
2017
Q4 		$596K Buy
+71,001
New +$445K ﹤0.01% 2791
2017
Q2 		– Sell
-14,380
Closed -$88K – 4720
2017
Q1 		$88K Buy
+14,380
New +$93.9K ﹤0.01% 3863
2016
Q4 		– Sell
-12,241
Closed -$69K – 4881
2016
Q3 		$69K Buy
+12,241
New +$72.6K ﹤0.01% 4330

Other funds holding MVO

SF
Symphony Financial Houston, Texas $755M AUM 25.99% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wolverine Trading's MVO Position: Q1 2024 in Review

Wolverine Trading sold out of MV Oil Trust (MVO) in Q1 2024, closing a stake of 10,779 shares — an estimated $130K sold.

Wolverine Trading first reported a position in MVO in Q3 2016 and held it in 6 quarters. The position peaked at $596K in Q4 2017. 24 funds tracked by Wall St. Rank hold MVO as of Q1 2024.

  • Wolverine Trading reported no remaining MV Oil Trust position as of Q1 2024 after selling out during the quarter.
  • Wolverine Trading sold 10,779 MV Oil Trust shares in Q1 2024, an estimated $130K.
  • Wolverine Trading first reported a position in MV Oil Trust in Q3 2016 and held it in 6 quarters.
  • Wolverine Trading's MV Oil Trust position peaked at $596K in Q4 2017.
  • 24 funds tracked by Wall St. Rank held MV Oil Trust as of Q1 2024.

Based on Wolverine Trading's 13F filing for Q1 2024, filed 15 May 2024.