OIA
CRT

Optimum Investment Advisors’s Cross Timbers Royalty Trust CRT Stock Holding History

Optimum Investment Advisors’s Portfolio CRT Stock Details CRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-900
Closed -$8K – 880
2019
Q4 		$8K Buy
+900
New +$7.36K ﹤0.01% 795

Other funds holding CRT

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Optimum Investment Advisors's CRT Position: Q1 2020 in Review

Optimum Investment Advisors sold out of Cross Timbers Royalty Trust (CRT) in Q1 2020, closing a stake of 900 shares — an estimated $8K sold.

Optimum Investment Advisors first reported a position in CRT in Q4 2019 and held it in 1 quarter. The position peaked at $8K in Q4 2019. 17 funds tracked by Wall St. Rank hold CRT as of Q1 2020.

  • Optimum Investment Advisors reported no remaining Cross Timbers Royalty Trust position as of Q1 2020 after selling out during the quarter.
  • Optimum Investment Advisors sold 900 Cross Timbers Royalty Trust shares in Q1 2020, an estimated $8K.
  • Optimum Investment Advisors first reported a position in Cross Timbers Royalty Trust in Q4 2019 and held it in 1 quarter.
  • Optimum Investment Advisors's Cross Timbers Royalty Trust position peaked at $8K in Q4 2019.
  • 17 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q1 2020.

Based on Optimum Investment Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.