Janney Montgomery Scott
ROYT

Janney Montgomery Scott’s PACIFIC COAST OIL TRUST ROYT Stock Holding History

Janney Montgomery Scott’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
2019
Q4 		– Sell
-20,525
Closed -$40K – 2170
2019
Q3 		$40K Sell
20,525
-3,000
-13% -$6.33K ﹤0.01% 2024
2019
Q2 		$52K Sell
23,525
-7,000
-23% -$15.3K ﹤0.01% 2018
2019
Q1 		$65K Buy
30,525
+4,000
+15% +$7.67K ﹤0.01% 1965
2018
Q4 		$44K Sell
26,525
-2,850
-10% -$6.08K ﹤0.01% 1915
2018
Q3 		$80K Buy
29,375
+5,000
+21% +$12.4K ﹤0.01% 2008
2018
Q2 		$56K Buy
24,375
+12,375
+103% +$26.5K ﹤0.01% 1967
2018
Q1 		$25K Buy
+12,000
New +$27.1K ﹤0.01% 1930
2014
Q4 		– Sell
-10,892
Closed -$112K – 2407
2014
Q3 		$112K Sell
10,892
-10,900
-50% -$120K ﹤0.01% 2162
2014
Q2 		$285K Buy
21,792
+2,000
+10% +$26.2K 0.01% 1662
2014
Q1 		$265K Sell
19,792
-1,834
-8% -$24.7K 0.01% 1544
2013
Q4 		$274K Sell
21,626
-22,441
-51% -$321K 0.01% 1497
2013
Q3 		$709K Buy
44,067
+24,050
+120% +$425K 0.02% 803
2013
Q2 		$361K Buy
+20,017
New +$364K 0.04% 485

Other funds holding ROYT

ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott's ROYT Position: Q4 2019 in Review

Janney Montgomery Scott sold out of PACIFIC COAST OIL TRUST (ROYT) in Q4 2019, closing a stake of 20,525 shares — an estimated $40K sold.

Janney Montgomery Scott first reported a position in ROYT in Q2 2013 and held it in 13 quarters. The position peaked at $709K in Q3 2013. 20 funds tracked by Wall St. Rank hold ROYT as of Q4 2019.

  • Janney Montgomery Scott reported no remaining PACIFIC COAST OIL TRUST position as of Q4 2019 after selling out during the quarter.
  • Janney Montgomery Scott sold 20,525 PACIFIC COAST OIL TRUST shares in Q4 2019, an estimated $40K.
  • Janney Montgomery Scott first reported a position in PACIFIC COAST OIL TRUST in Q2 2013 and held it in 13 quarters.
  • Janney Montgomery Scott's PACIFIC COAST OIL TRUST position peaked at $709K in Q3 2013.
  • 20 funds tracked by Wall St. Rank held PACIFIC COAST OIL TRUST as of Q4 2019.

Based on Janney Montgomery Scott's 13F filing for Q4 2019, filed 21 Jan 2020.