Advocacy Wealth Management Services’s Permian Basin Royalty Trust PBT Stock Holding History

Advocacy Wealth Management Services’s Portfolio PBT Stock Details PBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-1,175	Closed	-$7K	–	443
2016 Q1	$7K	Sell	1,175 -2,600	-69%	-$14.3K	﹤0.01%	389
2015 Q4	$19K	Buy	+3,775	New	+$23.3K	0.02%	275
2013 Q3	$13K	Hold	925	–	–	0.04%	215
2013 Q2	$12K	Buy	+925	New	+$12K	0.05%	176

Other funds holding PBT

FRM

Foundation Resource Management Little Rock, Arkansas $889M AUM 43.87% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

APCM

Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

LCM

Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return

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

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Advocacy Wealth Management Services's PBT Position: Q2 2016 in Review

Advocacy Wealth Management Services sold out of Permian Basin Royalty Trust (PBT) in Q2 2016, closing a stake of 1,175 shares — an estimated $7K sold.

Advocacy Wealth Management Services first reported a position in PBT in Q2 2013 and held it in 4 quarters. The position peaked at $19K in Q4 2015. 64 funds tracked by Wall St. Rank hold PBT as of Q2 2016.

Advocacy Wealth Management Services reported no remaining Permian Basin Royalty Trust position as of Q2 2016 after selling out during the quarter.
Advocacy Wealth Management Services sold 1,175 Permian Basin Royalty Trust shares in Q2 2016, an estimated $7K.
Advocacy Wealth Management Services first reported a position in Permian Basin Royalty Trust in Q2 2013 and held it in 4 quarters.
Advocacy Wealth Management Services's Permian Basin Royalty Trust position peaked at $19K in Q4 2015.
64 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2016, filed 15 Jul 2016.