JIC
ROYT

Joel Isaacson & Co’s PACIFIC COAST OIL TRUST ROYT Stock Holding History

Joel Isaacson & Co’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
Q1 		– Sell
-12,500
Closed -$23K – 240
2018
Q4 		$23K Buy
+12,500
New +$26.7K ﹤0.01% 228

Other funds holding ROYT

ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Joel Isaacson & Co's ROYT Position: Q1 2019 in Review

Joel Isaacson & Co sold out of PACIFIC COAST OIL TRUST (ROYT) in Q1 2019, closing a stake of 12,500 shares — an estimated $23K sold.

Joel Isaacson & Co first reported a position in ROYT in Q4 2018 and held it in 1 quarter. The position peaked at $23K in Q4 2018. 21 funds tracked by Wall St. Rank hold ROYT as of Q1 2019.

  • Joel Isaacson & Co reported no remaining PACIFIC COAST OIL TRUST position as of Q1 2019 after selling out during the quarter.
  • Joel Isaacson & Co sold 12,500 PACIFIC COAST OIL TRUST shares in Q1 2019, an estimated $23K.
  • Joel Isaacson & Co first reported a position in PACIFIC COAST OIL TRUST in Q4 2018 and held it in 1 quarter.
  • Joel Isaacson & Co's PACIFIC COAST OIL TRUST position peaked at $23K in Q4 2018.
  • 21 funds tracked by Wall St. Rank held PACIFIC COAST OIL TRUST as of Q1 2019.

Based on Joel Isaacson & Co's 13F filing for Q1 2019, filed 9 Apr 2019.