PIA
NRT

Peachtree Investment Advisors’s North European Oil Royalty Trust NRT Stock Holding History

Peachtree Investment Advisors’s Portfolio NRT Stock Details NRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-2,373
Closed -$29K – 338
2014
Q4 		$29K Hold
2,373
– – 0.02% 233
2014
Q3 		$49K Buy
+2,373
New +$53.2K 0.03% 207

Other funds holding NRT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Peachtree Investment Advisors's NRT Position: Q1 2015 in Review

Peachtree Investment Advisors sold out of North European Oil Royalty Trust (NRT) in Q1 2015, closing a stake of 2,373 shares — an estimated $29K sold.

Peachtree Investment Advisors first reported a position in NRT in Q3 2014 and held it in 2 quarters. The position peaked at $49K in Q3 2014. 43 funds tracked by Wall St. Rank hold NRT as of Q1 2015.

  • Peachtree Investment Advisors reported no remaining North European Oil Royalty Trust position as of Q1 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 2,373 North European Oil Royalty Trust shares in Q1 2015, an estimated $29K.
  • Peachtree Investment Advisors first reported a position in North European Oil Royalty Trust in Q3 2014 and held it in 2 quarters.
  • Peachtree Investment Advisors's North European Oil Royalty Trust position peaked at $49K in Q3 2014.
  • 43 funds tracked by Wall St. Rank held North European Oil Royalty Trust as of Q1 2015.

Based on Peachtree Investment Advisors's 13F filing for Q1 2015, filed 14 Apr 2015.