AF
PBT

Allworth Financial’s Permian Basin Royalty Trust PBT Stock Holding History

Allworth Financial’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
Q1 		– Hold
0
– – – 535
2015
Q4 		– Hold
0
– – – 592
2015
Q3 		– Hold
0
– – – 541
2015
Q2 		– Hold
0
– – – 532
2015
Q1 		– Hold
0
– – – 538

Other funds holding PBT

FRM
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RA
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APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LCM
Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return