PAS
ROYT

Partnervest Advisory Services’s PACIFIC COAST OIL TRUST ROYT Stock Holding History

Partnervest Advisory Services’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
2014
Q2 		– Sell
-274
Closed -$4K – 1100
2014
Q1 		$4K Sell
274
-2,297
-89% -$30.9K ﹤0.01% 870
2013
Q4 		$33K Buy
+2,571
New +$36.8K 0.02% 387

Other funds holding ROYT

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCM
Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Partnervest Advisory Services's ROYT Position: Q2 2014 in Review

Partnervest Advisory Services sold out of PACIFIC COAST OIL TRUST (ROYT) in Q2 2014, closing a stake of 274 shares — an estimated $4K sold.

Partnervest Advisory Services first reported a position in ROYT in Q4 2013 and held it in 2 quarters. The position peaked at $33K in Q4 2013. 42 funds tracked by Wall St. Rank hold ROYT as of Q2 2014.

  • Partnervest Advisory Services reported no remaining PACIFIC COAST OIL TRUST position as of Q2 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 274 PACIFIC COAST OIL TRUST shares in Q2 2014, an estimated $4K.
  • Partnervest Advisory Services first reported a position in PACIFIC COAST OIL TRUST in Q4 2013 and held it in 2 quarters.
  • Partnervest Advisory Services's PACIFIC COAST OIL TRUST position peaked at $33K in Q4 2013.
  • 42 funds tracked by Wall St. Rank held PACIFIC COAST OIL TRUST as of Q2 2014.

Based on Partnervest Advisory Services's 13F filing for Q2 2014, filed 14 Aug 2014.