JP Morgan Chase
ROYT

JP Morgan Chase’s PACIFIC COAST OIL TRUST ROYT Stock Holding History

JP Morgan Chase’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
2018
Q3 		– Sell
-3,304
Closed -$8K – 5920
2018
Q2 		$8K Buy
+3,304
New +$7.08K ﹤0.01% 5401
2017
Q2 		– Sell
-11,350
Closed -$21K – 5354
2017
Q1 		$21K Sell
11,350
-2,671
-19% -$4.04K ﹤0.01% 4707
2016
Q4 		$15K Buy
14,021
+384
+3% +$528 ﹤0.01% 4748
2016
Q3 		$24K Buy
13,637
+600
+5% +$1.14K ﹤0.01% 4173
2016
Q2 		$27K Hold
13,037
– – ﹤0.01% 4173
2016
Q1 		$20K Buy
+13,037
New +$15.2K ﹤0.01% 4094
2015
Q3 		– Sell
-13,000
Closed -$52K – 4165
2015
Q2 		$52K Buy
+13,000
New +$51.7K ﹤0.01% 3912
2014
Q4 		– Sell
-52,232
Closed -$535K – 4429
2014
Q3 		$535K Sell
52,232
-10,137
-16% -$112K ﹤0.01% 3639
2014
Q2 		$815K Buy
62,369
+1,135
+2% +$14.9K ﹤0.01% 2938
2014
Q1 		$820K Buy
61,234
+3,908
+7% +$52.6K ﹤0.01% 2935
2013
Q4 		$727K Sell
57,326
-3,808
-6% -$54.5K ﹤0.01% 3306
2013
Q3 		$984K Buy
61,134
+14,036
+30% +$248K ﹤0.01% 3283
2013
Q2 		$849K Buy
+47,098
New +$857K ﹤0.01% 3353

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

JP Morgan Chase's ROYT Position: Q3 2018 in Review

JP Morgan Chase sold out of PACIFIC COAST OIL TRUST (ROYT) in Q3 2018, closing a stake of 3,304 shares — an estimated $8K sold.

JP Morgan Chase first reported a position in ROYT in Q2 2013 and held it in 13 quarters. The position peaked at $984K in Q3 2013. 19 funds tracked by Wall St. Rank hold ROYT as of Q3 2018.

  • JP Morgan Chase reported no remaining PACIFIC COAST OIL TRUST position as of Q3 2018 after selling out during the quarter.
  • JP Morgan Chase sold 3,304 PACIFIC COAST OIL TRUST shares in Q3 2018, an estimated $8K.
  • JP Morgan Chase first reported a position in PACIFIC COAST OIL TRUST in Q2 2013 and held it in 13 quarters.
  • JP Morgan Chase's PACIFIC COAST OIL TRUST position peaked at $984K in Q3 2013.
  • 19 funds tracked by Wall St. Rank held PACIFIC COAST OIL TRUST as of Q3 2018.

Based on JP Morgan Chase's 13F filing for Q3 2018, filed 7 Nov 2018.