RIA
PER

Realta Investment Advisors’s SANDRIDGE PERMIAN TRUST PER Stock Holding History

Realta Investment Advisors’s Portfolio PER Stock Details PER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-4,750
Closed -$5K – 1592
2019
Q4 		$5K Hold
4,750
– – ﹤0.01% 1363
2019
Q3 		$8K Buy
4,750
+4,150
+692% +$7.1K ﹤0.01% 1203
2019
Q2 		$1K Hold
600
– – ﹤0.01% 1674
2019
Q1 		$1K Buy
+600
New +$1.37K ﹤0.01% 1315

Other funds holding PER

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SBIA
Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VFA
Voya Financial Advisors Windsor, Connecticut $1B AUM 12.91% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

Realta Investment Advisors's PER Position: Q1 2020 in Review

Realta Investment Advisors sold out of SANDRIDGE PERMIAN TRUST (PER) in Q1 2020, closing a stake of 4,750 shares — an estimated $5K sold.

Realta Investment Advisors first reported a position in PER in Q1 2019 and held it in 4 quarters. The position peaked at $8K in Q3 2019. 15 funds tracked by Wall St. Rank hold PER as of Q1 2020.

  • Realta Investment Advisors reported no remaining SANDRIDGE PERMIAN TRUST position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 4,750 SANDRIDGE PERMIAN TRUST shares in Q1 2020, an estimated $5K.
  • Realta Investment Advisors first reported a position in SANDRIDGE PERMIAN TRUST in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's SANDRIDGE PERMIAN TRUST position peaked at $8K in Q3 2019.
  • 15 funds tracked by Wall St. Rank held SANDRIDGE PERMIAN TRUST as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.