BIG
PBT

Bellwether Investment Group’s Permian Basin Royalty Trust PBT Stock Holding History

Bellwether Investment Group’s Portfolio PBT Stock Details PBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		$16K Buy
+2,140
New +$14.5K 0.02% 354

Other funds holding PBT

FRM
Foundation Resource Management Little Rock, Arkansas $889M AUM 43.87% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
LCM
Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bellwether Investment Group's PBT Position: Q2 2016 in Review

Bellwether Investment Group opened a new position in Permian Basin Royalty Trust (PBT) in Q2 2016: 2,140 shares worth $16K. The stake represents 0.02% of the portfolio and ranks #354 among its holdings.

64 funds tracked by Wall St. Rank hold PBT as of Q2 2016.

  • Bellwether Investment Group held 2,140 shares of Permian Basin Royalty Trust worth $16K as of Q2 2016.
  • Permian Basin Royalty Trust was a new Bellwether Investment Group position in Q2 2016.
  • Permian Basin Royalty Trust made up 0.02% of Bellwether Investment Group's portfolio in Q2 2016, its #354 holding.
  • 64 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2016.

Based on Bellwether Investment Group's 13F filing for Q2 2016, filed 18 Aug 2016.