PA
PVL

Parallel Advisors’s Permianville Royalty Trust PVL Stock Holding History

Parallel Advisors’s Portfolio PVL Stock Details PVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-3,000
Closed -$3K – 2662
2020
Q1 		$3K Buy
+3,000
New +$5.15K ﹤0.01% 2048

Other funds holding PVL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
HCP
Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
ATC
Argent Trust Co Nashville, Tennessee $2.95B AUM 22.66% 1-Year Est. Return

Parallel Advisors's PVL Position: Q2 2020 in Review

Parallel Advisors sold out of Permianville Royalty Trust (PVL) in Q2 2020, closing a stake of 3,000 shares — an estimated $3K sold.

Parallel Advisors first reported a position in PVL in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 17 funds tracked by Wall St. Rank hold PVL as of Q2 2020.

  • Parallel Advisors reported no remaining Permianville Royalty Trust position as of Q2 2020 after selling out during the quarter.
  • Parallel Advisors sold 3,000 Permianville Royalty Trust shares in Q2 2020, an estimated $3K.
  • Parallel Advisors first reported a position in Permianville Royalty Trust in Q1 2020 and held it in 1 quarter.
  • Parallel Advisors's Permianville Royalty Trust position peaked at $3K in Q1 2020.
  • 17 funds tracked by Wall St. Rank held Permianville Royalty Trust as of Q2 2020.

Based on Parallel Advisors's 13F filing for Q2 2020, filed 16 Jul 2020.