MPWT
PBT

MassMutual Private Wealth & Trust’s Permian Basin Royalty Trust PBT Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio PBT Stock Details PBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-200
Closed -$1.1K – 891
2015
Q4 		$1.01K Buy
+200
New +$1.24K ﹤0.01% 713

Other funds holding PBT

FRM
Foundation Resource Management Little Rock, Arkansas $889M AUM 43.87% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LCM
Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

MassMutual Private Wealth & Trust's PBT Position: Q1 2016 in Review

MassMutual Private Wealth & Trust sold out of Permian Basin Royalty Trust (PBT) in Q1 2016, closing a stake of 200 shares — an estimated $1.1K sold.

MassMutual Private Wealth & Trust first reported a position in PBT in Q4 2015 and held it in 1 quarter. The position peaked at $1.01K in Q4 2015. 63 funds tracked by Wall St. Rank hold PBT as of Q1 2016.

  • MassMutual Private Wealth & Trust reported no remaining Permian Basin Royalty Trust position as of Q1 2016 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 200 Permian Basin Royalty Trust shares in Q1 2016, an estimated $1.1K.
  • MassMutual Private Wealth & Trust first reported a position in Permian Basin Royalty Trust in Q4 2015 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Permian Basin Royalty Trust position peaked at $1.01K in Q4 2015.
  • 63 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q1 2016.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2016, filed 10 May 2016.