FANJ
ROYT

Financial Architects (New Jersey)’s PACIFIC COAST OIL TRUST ROYT Stock Holding History

Financial Architects (New Jersey)’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
2019
Q1 		– Sell
-1,100
Closed -$2K – 1580
2018
Q4 		$2K Hold
1,100
– – ﹤0.01% 1242
2018
Q3 		$3K Hold
1,100
– – ﹤0.01% 1312
2018
Q2 		$3K Hold
1,100
– – ﹤0.01% 1190
2018
Q1 		$2K Hold
1,100
– – ﹤0.01% 1334
2017
Q4 		$2K Hold
1,100
– – ﹤0.01% 1428
2017
Q3 		$2K Buy
+1,100
New +$1.78K ﹤0.01% 1426

Other funds holding ROYT

ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Financial Architects (New Jersey)'s ROYT Position: Q1 2019 in Review

Financial Architects (New Jersey) sold out of PACIFIC COAST OIL TRUST (ROYT) in Q1 2019, closing a stake of 1,100 shares — an estimated $2K sold.

Financial Architects (New Jersey) first reported a position in ROYT in Q3 2017 and held it in 6 quarters. The position peaked at $3K in Q3 2018. 21 funds tracked by Wall St. Rank hold ROYT as of Q1 2019.

  • Financial Architects (New Jersey) reported no remaining PACIFIC COAST OIL TRUST position as of Q1 2019 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 1,100 PACIFIC COAST OIL TRUST shares in Q1 2019, an estimated $2K.
  • Financial Architects (New Jersey) first reported a position in PACIFIC COAST OIL TRUST in Q3 2017 and held it in 6 quarters.
  • Financial Architects (New Jersey)'s PACIFIC COAST OIL TRUST position peaked at $3K in Q3 2018.
  • 21 funds tracked by Wall St. Rank held PACIFIC COAST OIL TRUST as of Q1 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2019, filed 3 May 2019.