BWA
HGT

BDO Wealth Advisors’s Hugoton Royalty Trust HGT Stock Holding History

BDO Wealth Advisors’s Portfolio HGT Stock Details HGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-788
Closed -$1K – 576
2017
Q2 		$1K Buy
+788
New +$1.51K ﹤0.01% 549

Other funds holding HGT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SPH
Steel Partners Holdings New York $96.4M AUM
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HC
Hawkins Capital Houston, Texas $55.4M AUM 11.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return

BDO Wealth Advisors's HGT Position: Q3 2017 in Review

BDO Wealth Advisors sold out of Hugoton Royalty Trust (HGT) in Q3 2017, closing a stake of 788 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in HGT in Q2 2017 and held it in 1 quarter. The position peaked at $1K in Q2 2017. 47 funds tracked by Wall St. Rank hold HGT as of Q3 2017.

  • BDO Wealth Advisors reported no remaining Hugoton Royalty Trust position as of Q3 2017 after selling out during the quarter.
  • BDO Wealth Advisors sold 788 Hugoton Royalty Trust shares in Q3 2017, an estimated $1K.
  • BDO Wealth Advisors first reported a position in Hugoton Royalty Trust in Q2 2017 and held it in 1 quarter.
  • BDO Wealth Advisors's Hugoton Royalty Trust position peaked at $1K in Q2 2017.
  • 47 funds tracked by Wall St. Rank held Hugoton Royalty Trust as of Q3 2017.

Based on BDO Wealth Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.