IDA
CRT

Intelligence Driven Advisers’s Cross Timbers Royalty Trust CRT Stock Holding History

Intelligence Driven Advisers’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
2019
Q3 		– Sell
-30,002
Closed -$379K – 89
2019
Q2 		$379K Buy
+30,002
New +$363K 0.18% 70

Other funds holding CRT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FBC
Fairfield, Bush & Co Darien, Connecticut $203M AUM 38.37% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Intelligence Driven Advisers's CRT Position: Q3 2019 in Review

Intelligence Driven Advisers sold out of Cross Timbers Royalty Trust (CRT) in Q3 2019, closing a stake of 30,002 shares — an estimated $379K sold.

Intelligence Driven Advisers first reported a position in CRT in Q2 2019 and held it in 1 quarter. The position peaked at $379K in Q2 2019. 17 funds tracked by Wall St. Rank hold CRT as of Q3 2019.

  • Intelligence Driven Advisers reported no remaining Cross Timbers Royalty Trust position as of Q3 2019 after selling out during the quarter.
  • Intelligence Driven Advisers sold 30,002 Cross Timbers Royalty Trust shares in Q3 2019, an estimated $379K.
  • Intelligence Driven Advisers first reported a position in Cross Timbers Royalty Trust in Q2 2019 and held it in 1 quarter.
  • Intelligence Driven Advisers's Cross Timbers Royalty Trust position peaked at $379K in Q2 2019.
  • 17 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q3 2019.

Based on Intelligence Driven Advisers's 13F filing for Q3 2019, filed 4 Sep 2020.