Credit Agricole’s Cross Timbers Royalty Trust CRT Stock Holding History

Credit Agricole’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
2021 Q3	–	Sell	-1,000	Closed	-$12K	–	681
2021 Q2	$12K	Hold	1,000	–	–	﹤0.01%	597
2021 Q1	$8K	Buy	+1,000	New	+$8.7K	﹤0.01%	582

Other funds holding CRT

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Credit Agricole's CRT Position: Q3 2021 in Review

Credit Agricole sold out of Cross Timbers Royalty Trust (CRT) in Q3 2021, closing a stake of 1,000 shares — an estimated $12K sold.

Credit Agricole first reported a position in CRT in Q1 2021 and held it in 2 quarters. The position peaked at $12K in Q2 2021. 20 funds tracked by Wall St. Rank hold CRT as of Q3 2021.

Credit Agricole reported no remaining Cross Timbers Royalty Trust position as of Q3 2021 after selling out during the quarter.
Credit Agricole sold 1,000 Cross Timbers Royalty Trust shares in Q3 2021, an estimated $12K.
Credit Agricole first reported a position in Cross Timbers Royalty Trust in Q1 2021 and held it in 2 quarters.
Credit Agricole's Cross Timbers Royalty Trust position peaked at $12K in Q2 2021.
20 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q3 2021.

Based on Credit Agricole's 13F filing for Q3 2021, filed 15 Nov 2021.