AIM
ROYT

Acrospire Investment Management’s PACIFIC COAST OIL TRUST ROYT Stock Holding History

Acrospire Investment Management’s Portfolio ROYT Stock Details ROYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-5,764
Closed -$9K – 1794
2017
Q2 		$9K Buy
+5,764
New +$10.7K 0.01% 1841
2016
Q4 		– Sell
-856
Closed -$2K – 2518
2016
Q3 		$2K Sell
856
-1,200
-58% -$2.28K ﹤0.01% 1922
2016
Q2 		$4K Buy
+2,056
New +$3.74K ﹤0.01% 1898

Other funds holding ROYT

ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCM
Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Acrospire Investment Management's ROYT Position: Q3 2017 in Review

Acrospire Investment Management sold out of PACIFIC COAST OIL TRUST (ROYT) in Q3 2017, closing a stake of 5,764 shares — an estimated $9K sold.

Acrospire Investment Management first reported a position in ROYT in Q2 2016 and held it in 3 quarters. The position peaked at $9K in Q2 2017. 20 funds tracked by Wall St. Rank hold ROYT as of Q3 2017.

  • Acrospire Investment Management reported no remaining PACIFIC COAST OIL TRUST position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 5,764 PACIFIC COAST OIL TRUST shares in Q3 2017, an estimated $9K.
  • Acrospire Investment Management first reported a position in PACIFIC COAST OIL TRUST in Q2 2016 and held it in 3 quarters.
  • Acrospire Investment Management's PACIFIC COAST OIL TRUST position peaked at $9K in Q2 2017.
  • 20 funds tracked by Wall St. Rank held PACIFIC COAST OIL TRUST as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.