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Insight 2811 Inc’s Permian Basin Royalty Trust PBT Stock Holding History

Insight 2811 Inc’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
2013
Q4 		– Sell
-177,222
Closed -$2.52M – 97
2013
Q3 		$2.52M Sell
177,222
-4,039
-2% -$54.7K 1.26% 13
2013
Q2 		$2.41M Buy
+181,261
New +$2.34M 1.33% 13

Other funds holding PBT

Foundation Resource Management
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lucas Capital Management
Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

Insight 2811 Inc's PBT Position: Q4 2013 in Review

Insight 2811 Inc sold out of Permian Basin Royalty Trust (PBT) in Q4 2013, closing a stake of 177,222 shares — an estimated $2.52M sold.

Insight 2811 Inc first reported a position in PBT in Q2 2013 and held it in 2 quarters. The position peaked at $2.52M in Q3 2013. 82 funds tracked by Wall St. Rank hold PBT as of Q4 2013.

  • Insight 2811 Inc reported no remaining Permian Basin Royalty Trust position as of Q4 2013 after selling out during the quarter.
  • Insight 2811 Inc sold 177,222 Permian Basin Royalty Trust shares in Q4 2013, an estimated $2.52M.
  • Insight 2811 Inc first reported a position in Permian Basin Royalty Trust in Q2 2013 and held it in 2 quarters.
  • Insight 2811 Inc's Permian Basin Royalty Trust position peaked at $2.52M in Q3 2013.
  • 82 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q4 2013.

Based on Insight 2811 Inc's 13F filing for Q4 2013, filed 4 Feb 2014.