NFH
PBT

NEXT Financial Holdings’s Permian Basin Royalty Trust PBT Stock Holding History

NEXT Financial Holdings’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
2019
Q1 		$4K Buy
+595
New +$4.33K ﹤0.01% 1322

Other funds holding PBT

FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

NEXT Financial Holdings's PBT Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Permian Basin Royalty Trust (PBT) in Q1 2019: 595 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #1322 among its holdings.

69 funds tracked by Wall St. Rank hold PBT as of Q1 2019.

  • NEXT Financial Holdings held 595 shares of Permian Basin Royalty Trust worth $4K as of Q1 2019.
  • Permian Basin Royalty Trust was a new NEXT Financial Holdings position in Q1 2019.
  • Permian Basin Royalty Trust made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1322 holding.
  • 69 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.