DLG
CRT

Daniel L. Goodwin’s Cross Timbers Royalty Trust CRT Stock Holding History

Daniel L. Goodwin’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
2014
Q4 		– Sell
-9,190
Closed -$292K – 133
2014
Q3 		$292K Hold
9,190
– – 0.06% 83
2014
Q2 		$304K Hold
9,190
– – 0.06% 85
2014
Q1 		$287K Hold
9,190
– – 0.05% 92
2013
Q4 		$269K Sell
9,190
-3,200
-26% -$94.6K 0.05% 88
2013
Q3 		$363K Hold
12,390
– – 0.07% 81
2013
Q2 		$335K Buy
+12,390
New +$351K 0.07% 84

Other funds holding CRT

CCM
CrestPoint Capital Management Four Seasons, Missouri $180M AUM 21.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LCM
Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FBC
Fairfield, Bush & Co Darien, Connecticut $180M AUM 39.51% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Daniel L. Goodwin's CRT Position: Q4 2014 in Review

Daniel L. Goodwin sold out of Cross Timbers Royalty Trust (CRT) in Q4 2014, closing a stake of 9,190 shares — an estimated $292K sold.

Daniel L. Goodwin first reported a position in CRT in Q2 2013 and held it in 6 quarters. The position peaked at $363K in Q3 2013. 37 funds tracked by Wall St. Rank hold CRT as of Q4 2014.

  • Daniel L. Goodwin reported no remaining Cross Timbers Royalty Trust position as of Q4 2014 after selling out during the quarter.
  • Daniel L. Goodwin sold 9,190 Cross Timbers Royalty Trust shares in Q4 2014, an estimated $292K.
  • Daniel L. Goodwin first reported a position in Cross Timbers Royalty Trust in Q2 2013 and held it in 6 quarters.
  • Daniel L. Goodwin's Cross Timbers Royalty Trust position peaked at $363K in Q3 2013.
  • 37 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q4 2014.

Based on Daniel L. Goodwin's 13F filing for Q4 2014, filed 11 Feb 2015.