Ground Swell Capital’s Permian Basin Royalty Trust PBT Stock Holding History

Ground Swell Capital’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
2014 Q3	$1K	Buy	+100	New	+$1.4K	﹤0.01%	2177

Other funds holding PBT

FRM

Foundation Resource Management Little Rock, Arkansas $889M AUM 43.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MWR

McAdams Wright Ragen Seattle, Washington $1.79B AUM 13.95% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

APCM

Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

LCM

Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ground Swell Capital's PBT Position: Q3 2014 in Review

Ground Swell Capital opened a new position in Permian Basin Royalty Trust (PBT) in Q3 2014: 100 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2177 among its holdings.

91 funds tracked by Wall St. Rank hold PBT as of Q3 2014.

Ground Swell Capital held 100 shares of Permian Basin Royalty Trust worth $1K as of Q3 2014.
Permian Basin Royalty Trust was a new Ground Swell Capital position in Q3 2014.
Permian Basin Royalty Trust made up ﹤0.01% of Ground Swell Capital's portfolio in Q3 2014, its #2177 holding.
91 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.