AIC
PBT

Ameritas Investment Company’s Permian Basin Royalty Trust PBT Stock Holding History

Ameritas Investment Company’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
2021
Q2 		– Sell
-278
Closed -$1.11K – 1679
2021
Q1 		$1.11K Buy
+278
New +$1.11K ﹤0.01% 2042
2020
Q2 		– Sell
-274
Closed -$1K – 1214
2020
Q1 		$1K Buy
+274
New +$995 ﹤0.01% 1689

Other funds holding PBT

SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameritas Investment Company's PBT Position: Q2 2021 in Review

Ameritas Investment Company sold out of Permian Basin Royalty Trust (PBT) in Q2 2021, closing a stake of 278 shares — an estimated $1.11K sold.

Ameritas Investment Company first reported a position in PBT in Q1 2020 and held it in 2 quarters. The position peaked at $1.11K in Q1 2021. 48 funds tracked by Wall St. Rank hold PBT as of Q2 2021.

  • Ameritas Investment Company reported no remaining Permian Basin Royalty Trust position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 278 Permian Basin Royalty Trust shares in Q2 2021, an estimated $1.11K.
  • Ameritas Investment Company first reported a position in Permian Basin Royalty Trust in Q1 2020 and held it in 2 quarters.
  • Ameritas Investment Company's Permian Basin Royalty Trust position peaked at $1.11K in Q1 2021.
  • 48 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.