HighTower Advisors
CRT

HighTower Advisors’s Cross Timbers Royalty Trust CRT Stock Holding History

HighTower Advisors’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
2021
Q1 		– Sell
-19,000
Closed -$157K – 3093
2020
Q4 		$157K Sell
19,000
-21,000
-53% -$153K ﹤0.01% 2263
2020
Q3 		$220K Buy
+40,000
New +$251K ﹤0.01% 2029

Other funds holding CRT

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors's CRT Position: Q1 2021 in Review

HighTower Advisors sold out of Cross Timbers Royalty Trust (CRT) in Q1 2021, closing a stake of 19,000 shares — an estimated $157K sold.

HighTower Advisors first reported a position in CRT in Q3 2020 and held it in 2 quarters. The position peaked at $220K in Q3 2020. 22 funds tracked by Wall St. Rank hold CRT as of Q1 2021.

  • HighTower Advisors reported no remaining Cross Timbers Royalty Trust position as of Q1 2021 after selling out during the quarter.
  • HighTower Advisors sold 19,000 Cross Timbers Royalty Trust shares in Q1 2021, an estimated $157K.
  • HighTower Advisors first reported a position in Cross Timbers Royalty Trust in Q3 2020 and held it in 2 quarters.
  • HighTower Advisors's Cross Timbers Royalty Trust position peaked at $220K in Q3 2020.
  • 22 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q1 2021.

Based on HighTower Advisors's 13F filing for Q1 2021, filed 10 May 2021.