CIBC Private Wealth Group
ROYT

CIBC Private Wealth Group’s PACIFIC COAST OIL TRUST ROYT Stock Holding History

CIBC Private Wealth 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
2014
Q2 		– Sell
-115,950
Closed -$1.52M – 617
2014
Q1 		$1.52M Buy
+115,950
New +$1.56M 0.01% 388

Other funds holding ROYT

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCM
Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

CIBC Private Wealth Group's ROYT Position: Q2 2014 in Review

CIBC Private Wealth Group sold out of PACIFIC COAST OIL TRUST (ROYT) in Q2 2014, closing a stake of 115,950 shares — an estimated $1.52M sold.

CIBC Private Wealth Group first reported a position in ROYT in Q1 2014 and held it in 1 quarter. The position peaked at $1.52M in Q1 2014. 42 funds tracked by Wall St. Rank hold ROYT as of Q2 2014.

  • CIBC Private Wealth Group reported no remaining PACIFIC COAST OIL TRUST position as of Q2 2014 after selling out during the quarter.
  • CIBC Private Wealth Group sold 115,950 PACIFIC COAST OIL TRUST shares in Q2 2014, an estimated $1.52M.
  • CIBC Private Wealth Group first reported a position in PACIFIC COAST OIL TRUST in Q1 2014 and held it in 1 quarter.
  • CIBC Private Wealth Group's PACIFIC COAST OIL TRUST position peaked at $1.52M in Q1 2014.
  • 42 funds tracked by Wall St. Rank held PACIFIC COAST OIL TRUST as of Q2 2014.

Based on CIBC Private Wealth Group's 13F filing for Q2 2014, filed 13 Aug 2014.