NFG
ROYT

Next Financial Group’s PACIFIC COAST OIL TRUST ROYT Stock Holding History

Next Financial Group’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
2017
Q1 		– Sell
-250
Closed – – 2410
2016
Q4 		$0 Hold
250
– – ﹤0.01% 2519
2016
Q3 		$0 Buy
+250
New +$475 ﹤0.01% 2468
2014
Q4 		– Sell
-750
Closed -$8K – 2469
2014
Q3 		$8K Buy
+750
New +$8.27K ﹤0.01% 1894

Other funds holding ROYT

FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
LCM
Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Next Financial Group's ROYT Position: Q1 2017 in Review

Next Financial Group sold out of PACIFIC COAST OIL TRUST (ROYT) in Q1 2017, closing a stake of 250 shares.

Next Financial Group first reported a position in ROYT in Q3 2014 and held it in 3 quarters. The position peaked at $8K in Q3 2014. 23 funds tracked by Wall St. Rank hold ROYT as of Q1 2017.

  • Next Financial Group reported no remaining PACIFIC COAST OIL TRUST position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 250 PACIFIC COAST OIL TRUST shares in Q1 2017.
  • Next Financial Group first reported a position in PACIFIC COAST OIL TRUST in Q3 2014 and held it in 3 quarters.
  • Next Financial Group's PACIFIC COAST OIL TRUST position peaked at $8K in Q3 2014.
  • 23 funds tracked by Wall St. Rank held PACIFIC COAST OIL TRUST as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.