PIMG
PBT

Patriot Investment Management Group’s Permian Basin Royalty Trust PBT Stock Holding History

Patriot Investment Management Group’s Portfolio PBT Stock Details PBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-2,000
Closed -$6.58K – 514
2020
Q2 		$6.58K Buy
+2,000
New +$6.65K ﹤0.01% 543

Other funds holding PBT

FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Patriot Investment Management Group's PBT Position: Q3 2020 in Review

Patriot Investment Management Group sold out of Permian Basin Royalty Trust (PBT) in Q3 2020, closing a stake of 2,000 shares — an estimated $6.58K sold.

Patriot Investment Management Group first reported a position in PBT in Q2 2020 and held it in 1 quarter. The position peaked at $6.58K in Q2 2020. 48 funds tracked by Wall St. Rank hold PBT as of Q3 2020.

  • Patriot Investment Management Group reported no remaining Permian Basin Royalty Trust position as of Q3 2020 after selling out during the quarter.
  • Patriot Investment Management Group sold 2,000 Permian Basin Royalty Trust shares in Q3 2020, an estimated $6.58K.
  • Patriot Investment Management Group first reported a position in Permian Basin Royalty Trust in Q2 2020 and held it in 1 quarter.
  • Patriot Investment Management Group's Permian Basin Royalty Trust position peaked at $6.58K in Q2 2020.
  • 48 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q3 2020.

Based on Patriot Investment Management Group's 13F filing for Q3 2020, filed 23 Oct 2020.