IA
ROYT

IFP Advisors’s PACIFIC COAST OIL TRUST ROYT Stock Holding History

IFP Advisors’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
2017
Q4 		– Sell
-1,200
Closed -$2K – 4237
2017
Q3 		$2K Hold
1,200
– – ﹤0.01% 3828
2017
Q2 		$2K Hold
1,200
– – ﹤0.01% 3805
2017
Q1 		$2K Hold
1,200
– – ﹤0.01% 3730
2016
Q4 		$1K Hold
1,200
– – ﹤0.01% 3899
2016
Q3 		$2K Hold
1,200
– – ﹤0.01% 3653
2016
Q2 		$3K Buy
+1,200
New +$2.18K ﹤0.01% 3398

Other funds holding ROYT

ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 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
LCM
Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

IFP Advisors's ROYT Position: Q4 2017 in Review

IFP Advisors sold out of PACIFIC COAST OIL TRUST (ROYT) in Q4 2017, closing a stake of 1,200 shares — an estimated $2K sold.

IFP Advisors first reported a position in ROYT in Q2 2016 and held it in 6 quarters. The position peaked at $3K in Q2 2016. 22 funds tracked by Wall St. Rank hold ROYT as of Q4 2017.

  • IFP Advisors reported no remaining PACIFIC COAST OIL TRUST position as of Q4 2017 after selling out during the quarter.
  • IFP Advisors sold 1,200 PACIFIC COAST OIL TRUST shares in Q4 2017, an estimated $2K.
  • IFP Advisors first reported a position in PACIFIC COAST OIL TRUST in Q2 2016 and held it in 6 quarters.
  • IFP Advisors's PACIFIC COAST OIL TRUST position peaked at $3K in Q2 2016.
  • 22 funds tracked by Wall St. Rank held PACIFIC COAST OIL TRUST as of Q4 2017.

Based on IFP Advisors's 13F filing for Q4 2017, filed 24 Jan 2018.