EFS
CRT

Essex Financial Services’s Cross Timbers Royalty Trust CRT Stock Holding History

Essex Financial Services’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
2023
Q2 		– Sell
-10,903
Closed -$204K – 482
2023
Q1 		$204K Sell
10,903
-38,769
-78% -$861K 0.02% 463
2022
Q4 		$1.26M Buy
+49,672
New +$1.11M 0.13% 151
2021
Q4 		– Sell
-22,201
Closed -$312K – 500
2021
Q3 		$312K Buy
22,201
+4,232
+24% +$52K 0.04% 340
2021
Q2 		$213K Buy
+17,969
New +$179K 0.03% 421

Other funds holding CRT

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MAA
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BPA
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NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $1.77B AUM 35.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return