Envestnet Asset Management
ROYT

Envestnet Asset Management’s PACIFIC COAST OIL TRUST ROYT Stock Holding History

Envestnet Asset 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
2020
Q1 		– Sell
-11,450
Closed -$6K – 3209
2019
Q4 		$6K Buy
+11,450
New +$9.44K ﹤0.01% 3070

Other funds holding ROYT

ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Envestnet Asset Management's ROYT Position: Q1 2020 in Review

Envestnet Asset Management sold out of PACIFIC COAST OIL TRUST (ROYT) in Q1 2020, closing a stake of 11,450 shares — an estimated $6K sold.

Envestnet Asset Management first reported a position in ROYT in Q4 2019 and held it in 1 quarter. The position peaked at $6K in Q4 2019. 13 funds tracked by Wall St. Rank hold ROYT as of Q1 2020.

  • Envestnet Asset Management reported no remaining PACIFIC COAST OIL TRUST position as of Q1 2020 after selling out during the quarter.
  • Envestnet Asset Management sold 11,450 PACIFIC COAST OIL TRUST shares in Q1 2020, an estimated $6K.
  • Envestnet Asset Management first reported a position in PACIFIC COAST OIL TRUST in Q4 2019 and held it in 1 quarter.
  • Envestnet Asset Management's PACIFIC COAST OIL TRUST position peaked at $6K in Q4 2019.
  • 13 funds tracked by Wall St. Rank held PACIFIC COAST OIL TRUST as of Q1 2020.

Based on Envestnet Asset Management's 13F filing for Q1 2020, filed 23 Apr 2020.