Advantage Investment Management’s PermRock Royalty Trust Unit PRT Stock Holding History

Advantage Investment Management’s Portfolio PRT Stock Details PRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$231K	Buy	+28,721	New	+$219K	0.18%	128

Other funds holding PRT

GFWEX

G.F.W. Energy X Dallas, Texas $15.3M AUM 35.07% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

CPP

Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Advantage Investment Management's PRT Position: Q3 2019 in Review

Advantage Investment Management opened a new position in PermRock Royalty Trust Unit (PRT) in Q3 2019: 28,721 shares worth $231K. The stake represents 0.18% of the portfolio and ranks #128 among its holdings.

17 funds tracked by Wall St. Rank hold PRT as of Q3 2019.

Advantage Investment Management held 28,721 shares of PermRock Royalty Trust Unit worth $231K as of Q3 2019.
PermRock Royalty Trust Unit was a new Advantage Investment Management position in Q3 2019.
PermRock Royalty Trust Unit made up 0.18% of Advantage Investment Management's portfolio in Q3 2019, its #128 holding.
17 funds tracked by Wall St. Rank held PermRock Royalty Trust Unit as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.