AIC
CRT

Ameritas Investment Company’s Cross Timbers Royalty Trust CRT Stock Holding History

Ameritas Investment Company’s Portfolio CRT Stock Details CRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1,000
Closed -$5K – 550
2020
Q1 		$5K Buy
+1,000
New +$7.57K ﹤0.01% 1371

Other funds holding CRT

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Ameritas Investment Company's CRT Position: Q2 2020 in Review

Ameritas Investment Company sold out of Cross Timbers Royalty Trust (CRT) in Q2 2020, closing a stake of 1,000 shares — an estimated $5K sold.

Ameritas Investment Company first reported a position in CRT in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 15 funds tracked by Wall St. Rank hold CRT as of Q2 2020.

  • Ameritas Investment Company reported no remaining Cross Timbers Royalty Trust position as of Q2 2020 after selling out during the quarter.
  • Ameritas Investment Company sold 1,000 Cross Timbers Royalty Trust shares in Q2 2020, an estimated $5K.
  • Ameritas Investment Company first reported a position in Cross Timbers Royalty Trust in Q1 2020 and held it in 1 quarter.
  • Ameritas Investment Company's Cross Timbers Royalty Trust position peaked at $5K in Q1 2020.
  • 15 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q2 2020.

Based on Ameritas Investment Company's 13F filing for Q2 2020, filed 14 Aug 2020.