CWM
ROYT

Catamount Wealth Management’s PACIFIC COAST OIL TRUST ROYT Stock Holding History

Catamount Wealth Management’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
2015
Q3 		– Sell
-6,000
Closed -$24K – 214
2015
Q2 		$24K Buy
+6,000
New +$23.9K 0.02% 85

Other funds holding ROYT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LCM
Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Catamount Wealth Management's ROYT Position: Q3 2015 in Review

Catamount Wealth Management sold out of PACIFIC COAST OIL TRUST (ROYT) in Q3 2015, closing a stake of 6,000 shares — an estimated $24K sold.

Catamount Wealth Management first reported a position in ROYT in Q2 2015 and held it in 1 quarter. The position peaked at $24K in Q2 2015. 26 funds tracked by Wall St. Rank hold ROYT as of Q3 2015.

  • Catamount Wealth Management reported no remaining PACIFIC COAST OIL TRUST position as of Q3 2015 after selling out during the quarter.
  • Catamount Wealth Management sold 6,000 PACIFIC COAST OIL TRUST shares in Q3 2015, an estimated $24K.
  • Catamount Wealth Management first reported a position in PACIFIC COAST OIL TRUST in Q2 2015 and held it in 1 quarter.
  • Catamount Wealth Management's PACIFIC COAST OIL TRUST position peaked at $24K in Q2 2015.
  • 26 funds tracked by Wall St. Rank held PACIFIC COAST OIL TRUST as of Q3 2015.

Based on Catamount Wealth Management's 13F filing for Q3 2015, filed 22 Jun 2016.