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

B. Riley Wealth Management’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
2014
Q3 		– Sell
-700
Closed -$23K – 1078
2014
Q2 		$23K Hold
700
– – 0.01% 626
2014
Q1 		$22K Buy
+700
New +$21.3K 0.02% 612

Other funds holding CRT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LCM
Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return
FBC
Fairfield, Bush & Co Darien, Connecticut $203M AUM 38.37% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
EIA
Edgemoor Investment Advisors Bethesda, Maryland $1.47B AUM 37.62% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
CCS
Crosspoint Capital Strategies Orinda, California $50.4M AUM 15.37% 1-Year Est. Return

B. Riley Wealth Management's CRT Position: Q3 2014 in Review

B. Riley Wealth Management sold out of Cross Timbers Royalty Trust (CRT) in Q3 2014, closing a stake of 700 shares — an estimated $23K sold.

B. Riley Wealth Management first reported a position in CRT in Q1 2014 and held it in 2 quarters. The position peaked at $23K in Q2 2014. 38 funds tracked by Wall St. Rank hold CRT as of Q3 2014.

  • B. Riley Wealth Management reported no remaining Cross Timbers Royalty Trust position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 700 Cross Timbers Royalty Trust shares in Q3 2014, an estimated $23K.
  • B. Riley Wealth Management first reported a position in Cross Timbers Royalty Trust in Q1 2014 and held it in 2 quarters.
  • B. Riley Wealth Management's Cross Timbers Royalty Trust position peaked at $23K in Q2 2014.
  • 38 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q3 2014.

Based on B. Riley Wealth Management's 13F filing for Q3 2014, filed 3 Oct 2014.