Aviance Capital Partners’s PACIFIC COAST OIL TRUST ROYT Stock Holding History

Aviance Capital Partners’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
2015 Q2	–	Sell	-16,500	Closed	-$63K	–	217
2015 Q1	$63K	Sell	16,500 -67,360	-80%	-$347K	0.02%	216
2014 Q4	$430K	Sell	83,860 -50,240	-37%	-$411K	0.16%	160
2014 Q3	$1.38M	Buy	134,100 +5,100	+4%	+$56.3K	0.52%	51
2014 Q2	$1.69M	Sell	129,000 -58,961	-31%	-$772K	0.66%	32
2014 Q1	$2.52M	Buy	187,961 +132,961	+242%	+$1.79M	1.06%	18
2013 Q4	$697K	Buy	+55,000	New	+$787K	0.29%	100

Other funds holding ROYT

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

LCM

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

CCP

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aviance Capital Partners's ROYT Position: Q2 2015 in Review

Aviance Capital Partners sold out of PACIFIC COAST OIL TRUST (ROYT) in Q2 2015, closing a stake of 16,500 shares — an estimated $63K sold.

Aviance Capital Partners first reported a position in ROYT in Q4 2013 and held it in 6 quarters. The position peaked at $2.52M in Q1 2014. 31 funds tracked by Wall St. Rank hold ROYT as of Q2 2015.

Aviance Capital Partners reported no remaining PACIFIC COAST OIL TRUST position as of Q2 2015 after selling out during the quarter.
Aviance Capital Partners sold 16,500 PACIFIC COAST OIL TRUST shares in Q2 2015, an estimated $63K.
Aviance Capital Partners first reported a position in PACIFIC COAST OIL TRUST in Q4 2013 and held it in 6 quarters.
Aviance Capital Partners's PACIFIC COAST OIL TRUST position peaked at $2.52M in Q1 2014.
31 funds tracked by Wall St. Rank held PACIFIC COAST OIL TRUST as of Q2 2015.

Based on Aviance Capital Partners's 13F filing for Q2 2015, filed 7 Aug 2015.