LPWM
ROYT

Lake Point Wealth Management’s PACIFIC COAST OIL TRUST ROYT Stock Holding History

Lake Point Wealth Management’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
2020
Q1 		$0 Hold
1,200
– – ﹤0.01% 495
2019
Q4 		$1K Buy
+1,200
New +$989 ﹤0.01% 591
2019
Q2 		$3K Hold
1,200
– – ﹤0.01% 500
2019
Q1 		$3K Buy
+1,200
New +$2.3K ﹤0.01% 500

Other funds holding ROYT

ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lake Point Wealth Management's ROYT Position: Q1 2020 in Review

Lake Point Wealth Management held its PACIFIC COAST OIL TRUST (ROYT) position steady in Q1 2020 at 1,200 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Lake Point Wealth Management first reported a position in ROYT in Q1 2019 and has held it in 4 quarters since. The position peaked at $3K in Q2 2019. 13 funds tracked by Wall St. Rank hold ROYT as of Q1 2020.

  • Lake Point Wealth Management held 1,200 shares of PACIFIC COAST OIL TRUST worth $0 as of Q1 2020.
  • Lake Point Wealth Management left its PACIFIC COAST OIL TRUST share count unchanged in Q1 2020.
  • PACIFIC COAST OIL TRUST made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #495 holding.
  • Lake Point Wealth Management first reported a position in PACIFIC COAST OIL TRUST in Q1 2019 and has held it in 4 quarters since.
  • Lake Point Wealth Management's PACIFIC COAST OIL TRUST position peaked at $3K in Q2 2019.
  • 13 funds tracked by Wall St. Rank held PACIFIC COAST OIL TRUST as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.