DWM
PBT

Darwin Wealth Management’s Permian Basin Royalty Trust PBT Stock Holding History

Darwin Wealth Management’s Portfolio PBT Stock Details PBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1,000
Closed -$2K – 573
2020
Q1 		$2K Buy
+1,000
New +$3.63K ﹤0.01% 694

Other funds holding PBT

FRM
Foundation Resource Management Little Rock, Arkansas $889M AUM 43.87% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Darwin Wealth Management's PBT Position: Q2 2020 in Review

Darwin Wealth Management sold out of Permian Basin Royalty Trust (PBT) in Q2 2020, closing a stake of 1,000 shares — an estimated $2K sold.

Darwin Wealth Management first reported a position in PBT in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 53 funds tracked by Wall St. Rank hold PBT as of Q2 2020.

  • Darwin Wealth Management reported no remaining Permian Basin Royalty Trust position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 1,000 Permian Basin Royalty Trust shares in Q2 2020, an estimated $2K.
  • Darwin Wealth Management first reported a position in Permian Basin Royalty Trust in Q1 2020 and held it in 1 quarter.
  • Darwin Wealth Management's Permian Basin Royalty Trust position peaked at $2K in Q1 2020.
  • 53 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.