CSPIA
CRT

Cary Street Partners Investment Advisory’s Cross Timbers Royalty Trust CRT Stock Holding History

Cary Street Partners Investment Advisory’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
2020
Q4 		– Sell
-300
Closed -$2K – 454
2020
Q3 		$2K Buy
+300
New +$1.88K ﹤0.01% 909

Other funds holding CRT

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cary Street Partners Investment Advisory's CRT Position: Q4 2020 in Review

Cary Street Partners Investment Advisory sold out of Cross Timbers Royalty Trust (CRT) in Q4 2020, closing a stake of 300 shares — an estimated $2K sold.

Cary Street Partners Investment Advisory first reported a position in CRT in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 16 funds tracked by Wall St. Rank hold CRT as of Q4 2020.

  • Cary Street Partners Investment Advisory reported no remaining Cross Timbers Royalty Trust position as of Q4 2020 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 300 Cross Timbers Royalty Trust shares in Q4 2020, an estimated $2K.
  • Cary Street Partners Investment Advisory first reported a position in Cross Timbers Royalty Trust in Q3 2020 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's Cross Timbers Royalty Trust position peaked at $2K in Q3 2020.
  • 16 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q4 2020.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.