RIA
CRT

Regal Investment Advisors’s Cross Timbers Royalty Trust CRT Stock Holding History

Regal Investment Advisors’s Portfolio CRT Stock Details CRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-600
Closed -$9K – 1048
2015
Q2 		$9K Hold
600
– – ﹤0.01% 665
2015
Q1 		$12K Hold
600
– – ﹤0.01% 646
2014
Q4 		$10K Hold
600
– – ﹤0.01% 628
2014
Q3 		$19K Hold
600
– – 0.01% 559
2014
Q2 		$20K Hold
600
– – 0.01% 543
2014
Q1 		$19K Hold
600
– – 0.01% 517
2013
Q4 		$18K Hold
600
– – 0.01% 475
2013
Q3 		$18K Hold
600
– – 0.01% 491
2013
Q2 		$16K Buy
+600
New +$17K 0.01% 497

Other funds holding CRT

CCM
CrestPoint Capital Management Four Seasons, Missouri $180M AUM 21.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
FBC
Fairfield, Bush & Co Darien, Connecticut $180M AUM 39.51% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
EIA
Edgemoor Investment Advisors Bethesda, Maryland $1.27B AUM 25.83% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCS
Crosspoint Capital Strategies Orinda, California $50.4M AUM 15.37% 1-Year Est. Return

Regal Investment Advisors's CRT Position: Q3 2015 in Review

Regal Investment Advisors sold out of Cross Timbers Royalty Trust (CRT) in Q3 2015, closing a stake of 600 shares — an estimated $9K sold.

Regal Investment Advisors first reported a position in CRT in Q2 2013 and held it in 9 quarters. The position peaked at $20K in Q2 2014. 28 funds tracked by Wall St. Rank hold CRT as of Q3 2015.

  • Regal Investment Advisors reported no remaining Cross Timbers Royalty Trust position as of Q3 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 600 Cross Timbers Royalty Trust shares in Q3 2015, an estimated $9K.
  • Regal Investment Advisors first reported a position in Cross Timbers Royalty Trust in Q2 2013 and held it in 9 quarters.
  • Regal Investment Advisors's Cross Timbers Royalty Trust position peaked at $20K in Q2 2014.
  • 28 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q3 2015.

Based on Regal Investment Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.