Northwestern Mutual Wealth Management
ROYT

Northwestern Mutual Wealth Management’s PACIFIC COAST OIL TRUST ROYT Stock Holding History

Northwestern Mutual 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
2018
Q3 		– Sell
-4,500
Closed -$10K – 2716
2018
Q2 		$10K Buy
+4,500
New +$9.65K ﹤0.01% 1853
2018
Q1 		– Sell
-21,300
Closed -$41K – 2507
2017
Q4 		$41K Buy
+21,300
New +$34.8K ﹤0.01% 1228

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

Northwestern Mutual Wealth Management's ROYT Position: Q3 2018 in Review

Northwestern Mutual Wealth Management sold out of PACIFIC COAST OIL TRUST (ROYT) in Q3 2018, closing a stake of 4,500 shares — an estimated $10K sold.

Northwestern Mutual Wealth Management first reported a position in ROYT in Q4 2017 and held it in 2 quarters. The position peaked at $41K in Q4 2017. 19 funds tracked by Wall St. Rank hold ROYT as of Q3 2018.

  • Northwestern Mutual Wealth Management reported no remaining PACIFIC COAST OIL TRUST position as of Q3 2018 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 4,500 PACIFIC COAST OIL TRUST shares in Q3 2018, an estimated $10K.
  • Northwestern Mutual Wealth Management first reported a position in PACIFIC COAST OIL TRUST in Q4 2017 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's PACIFIC COAST OIL TRUST position peaked at $41K in Q4 2017.
  • 19 funds tracked by Wall St. Rank held PACIFIC COAST OIL TRUST as of Q3 2018.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2018, filed 1 Nov 2018.