OA
ROYT

Oxbow Advisors’s PACIFIC COAST OIL TRUST ROYT Stock Holding History

Oxbow Advisors’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
2016
Q2 		– Sell
-13,780
Closed -$21K – 271
2016
Q1 		$21K Hold
13,780
– – ﹤0.01% 256
2015
Q4 		$18K Buy
+13,780
New +$26K ﹤0.01% 270

Other funds holding ROYT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Oxbow Advisors's ROYT Position: Q2 2016 in Review

Oxbow Advisors sold out of PACIFIC COAST OIL TRUST (ROYT) in Q2 2016, closing a stake of 13,780 shares — an estimated $21K sold.

Oxbow Advisors first reported a position in ROYT in Q4 2015 and held it in 2 quarters. The position peaked at $21K in Q1 2016. 25 funds tracked by Wall St. Rank hold ROYT as of Q2 2016.

  • Oxbow Advisors reported no remaining PACIFIC COAST OIL TRUST position as of Q2 2016 after selling out during the quarter.
  • Oxbow Advisors sold 13,780 PACIFIC COAST OIL TRUST shares in Q2 2016, an estimated $21K.
  • Oxbow Advisors first reported a position in PACIFIC COAST OIL TRUST in Q4 2015 and held it in 2 quarters.
  • Oxbow Advisors's PACIFIC COAST OIL TRUST position peaked at $21K in Q1 2016.
  • 25 funds tracked by Wall St. Rank held PACIFIC COAST OIL TRUST as of Q2 2016.

Based on Oxbow Advisors's 13F filing for Q2 2016, filed 2 Aug 2016.