BRWA
ROYT

B. Riley Wealth Advisors’s PACIFIC COAST OIL TRUST ROYT Stock Holding History

B. Riley Wealth Advisors’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
Q1 		– Sell
-2,060
Closed -$11 – 2245
2014
Q4 		$11 Buy
+2,060
New +$16.8K ﹤0.01% 2837

Other funds holding ROYT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
LCM
Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return
Deutsche Bank
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
MUSU
Mitsubishi UFJ Securities (USA) New York $385M AUM
MSE
MUFG Securities EMEA London, United Kingdom $6.7B AUM 32.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of PACIFIC COAST OIL TRUST (ROYT) in Q1 2015, closing a stake of 2,060 shares — an estimated $11 sold.

B. Riley Wealth Advisors first reported a position in ROYT in Q4 2014 and held it in 1 quarter. The position peaked at $11 in Q4 2014. 39 funds tracked by Wall St. Rank hold ROYT as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining PACIFIC COAST OIL TRUST position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,060 PACIFIC COAST OIL TRUST shares in Q1 2015, an estimated $11.
  • B. Riley Wealth Advisors first reported a position in PACIFIC COAST OIL TRUST in Q4 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's PACIFIC COAST OIL TRUST position peaked at $11 in Q4 2014.
  • 39 funds tracked by Wall St. Rank held PACIFIC COAST OIL TRUST as of Q1 2015.

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