BRWA
CRT

B. Riley Wealth Advisors’s Cross Timbers Royalty Trust CRT Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-360
Closed -$6 – 843
2014
Q4 		$6 Buy
+360
New +$9K ﹤0.01% 3074

Other funds holding CRT

CCM
CrestPoint Capital Management Four Seasons, Missouri $180M AUM 21.37% 1-Year Est. Return
LCM
Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FBC
Fairfield, Bush & Co Darien, Connecticut $180M AUM 39.51% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
EIA
Edgemoor Investment Advisors Bethesda, Maryland $1.27B AUM 25.83% 1-Year Est. Return
CCS
Crosspoint Capital Strategies Orinda, California $50.4M AUM 15.37% 1-Year Est. Return

B. Riley Wealth Advisors's CRT Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Cross Timbers Royalty Trust (CRT) in Q1 2015, closing a stake of 360 shares — an estimated $6 sold.

B. Riley Wealth Advisors first reported a position in CRT in Q4 2014 and held it in 1 quarter. The position peaked at $6 in Q4 2014. 32 funds tracked by Wall St. Rank hold CRT as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Cross Timbers Royalty Trust position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 360 Cross Timbers Royalty Trust shares in Q1 2015, an estimated $6.
  • B. Riley Wealth Advisors first reported a position in Cross Timbers Royalty Trust in Q4 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Cross Timbers Royalty Trust position peaked at $6 in Q4 2014.
  • 32 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.