GRP
NRT

Global Retirement Partners’s North European Oil Royalty Trust NRT Stock Holding History

Global Retirement Partners’s Portfolio NRT Stock Details NRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-60
Closed -$667 – 3439
2023
Q3 		$667 Buy
+60
New +$781 ﹤0.01% 2882

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USB
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GCP
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FIM
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Susquehanna International Group
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Global Retirement Partners's NRT Position: Q4 2023 in Review

Global Retirement Partners sold out of North European Oil Royalty Trust (NRT) in Q4 2023, closing a stake of 60 shares — an estimated $667 sold.

Global Retirement Partners first reported a position in NRT in Q3 2023 and held it in 1 quarter. The position peaked at $667 in Q3 2023. 27 funds tracked by Wall St. Rank hold NRT as of Q4 2023.

  • Global Retirement Partners reported no remaining North European Oil Royalty Trust position as of Q4 2023 after selling out during the quarter.
  • Global Retirement Partners sold 60 North European Oil Royalty Trust shares in Q4 2023, an estimated $667.
  • Global Retirement Partners first reported a position in North European Oil Royalty Trust in Q3 2023 and held it in 1 quarter.
  • Global Retirement Partners's North European Oil Royalty Trust position peaked at $667 in Q3 2023.
  • 27 funds tracked by Wall St. Rank held North European Oil Royalty Trust as of Q4 2023.

Based on Global Retirement Partners's 13F filing for Q4 2023, filed 18 Jan 2024.