AG
ROYT

Advisor Group’s PACIFIC COAST OIL TRUST ROYT Stock Holding History

Advisor Group’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
2019
Q4 		$6K Buy
11,450
+4,870
+74% +$4.01K ﹤0.01% 4622
2019
Q3 		$13K Buy
6,580
+3,780
+135% +$7.97K ﹤0.01% 4222
2019
Q2 		$6K Buy
+2,800
New +$6.12K ﹤0.01% 4637
2018
Q4 		– Sell
-100
Closed – – 5340
2018
Q3 		$0 Sell
100
-1,000
-91% -$2.48K ﹤0.01% 5312
2018
Q2 		$2K Hold
1,100
– – ﹤0.01% 4733
2018
Q1 		$2K Buy
1,100
+1,000
+1,000% +$2.26K ﹤0.01% 4742
2017
Q4 		$0 Sell
100
-3,577
-97% -$5.85K ﹤0.01% 5141
2017
Q3 		$6K Hold
3,677
– – ﹤0.01% 4232
2017
Q2 		$6K Buy
3,677
+327
+10% +$605 ﹤0.01% 4193
2017
Q1 		$6K Buy
3,350
+1,750
+109% +$2.65K ﹤0.01% 4067
2016
Q4 		$2K Hold
1,600
– – ﹤0.01% 4279
2016
Q3 		$3K Sell
1,600
-650
-29% -$1.24K ﹤0.01% 4105
2016
Q2 		$4K Buy
+2,250
New +$4.09K ﹤0.01% 3911

Other funds holding ROYT

ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Advisor Group's ROYT Position: Q4 2019 in Review

Advisor Group increased its PACIFIC COAST OIL TRUST (ROYT) stake by 74% in Q4 2019, buying an estimated $4.01K and bringing the position to 11,450 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #4622.

Advisor Group first reported a position in ROYT in Q2 2016 and has held it in 13 quarters since. The position peaked at $13K in Q3 2019. 20 funds tracked by Wall St. Rank hold ROYT as of Q4 2019.

  • Advisor Group held 11,450 shares of PACIFIC COAST OIL TRUST worth $6K as of Q4 2019.
  • Advisor Group bought 4,870 PACIFIC COAST OIL TRUST shares in Q4 2019, an estimated $4.01K.
  • PACIFIC COAST OIL TRUST made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4622 holding.
  • Advisor Group first reported a position in PACIFIC COAST OIL TRUST in Q2 2016 and has held it in 13 quarters since.
  • Advisor Group's PACIFIC COAST OIL TRUST position peaked at $13K in Q3 2019.
  • 20 funds tracked by Wall St. Rank held PACIFIC COAST OIL TRUST as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.