Baird Financial Group
ROYT

Baird Financial Group’s PACIFIC COAST OIL TRUST ROYT Stock Holding History

Baird Financial Group’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
2019
Q4 		– Sell
-16,000
Closed -$32K – 1576
2019
Q3 		$32K Buy
16,000
+5,000
+45% +$10.5K ﹤0.01% 1495
2019
Q2 		$24K Buy
+11,000
New +$24K ﹤0.01% 1519

Other funds holding ROYT

ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baird Financial Group's ROYT Position: Q4 2019 in Review

Baird Financial Group sold out of PACIFIC COAST OIL TRUST (ROYT) in Q4 2019, closing a stake of 16,000 shares — an estimated $32K sold.

Baird Financial Group first reported a position in ROYT in Q2 2019 and held it in 2 quarters. The position peaked at $32K in Q3 2019. 20 funds tracked by Wall St. Rank hold ROYT as of Q4 2019.

  • Baird Financial Group reported no remaining PACIFIC COAST OIL TRUST position as of Q4 2019 after selling out during the quarter.
  • Baird Financial Group sold 16,000 PACIFIC COAST OIL TRUST shares in Q4 2019, an estimated $32K.
  • Baird Financial Group first reported a position in PACIFIC COAST OIL TRUST in Q2 2019 and held it in 2 quarters.
  • Baird Financial Group's PACIFIC COAST OIL TRUST position peaked at $32K in Q3 2019.
  • 20 funds tracked by Wall St. Rank held PACIFIC COAST OIL TRUST as of Q4 2019.

Based on Baird Financial Group's 13F filing for Q4 2019, filed 14 Feb 2020.