RhumbLine Advisers
CRT

RhumbLine Advisers’s Cross Timbers Royalty Trust CRT Stock Holding History

RhumbLine Advisers’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
2024
Q4 		– Sell
-630
Closed -$6.66K – 4169
2024
Q3 		$6.66K Hold
630
– – ﹤0.01% 3944
2024
Q2 		$6.8K Hold
630
– – ﹤0.01% 4031
2024
Q1 		$8.21K Hold
630
– – ﹤0.01% 3900
2023
Q4 		$11.1K Hold
630
– – ﹤0.01% 3851
2023
Q3 		$12.3K Hold
630
– – ﹤0.01% 3847
2023
Q2 		$13.9K Buy
+630
New +$13.5K ﹤0.01% 3869

Other funds holding CRT

BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RhumbLine Advisers's CRT Position: Q4 2024 in Review

RhumbLine Advisers sold out of Cross Timbers Royalty Trust (CRT) in Q4 2024, closing a stake of 630 shares — an estimated $6.66K sold.

RhumbLine Advisers first reported a position in CRT in Q2 2023 and held it in 6 quarters. The position peaked at $13.9K in Q2 2023. 21 funds tracked by Wall St. Rank hold CRT as of Q4 2024.

  • RhumbLine Advisers reported no remaining Cross Timbers Royalty Trust position as of Q4 2024 after selling out during the quarter.
  • RhumbLine Advisers sold 630 Cross Timbers Royalty Trust shares in Q4 2024, an estimated $6.66K.
  • RhumbLine Advisers first reported a position in Cross Timbers Royalty Trust in Q2 2023 and held it in 6 quarters.
  • RhumbLine Advisers's Cross Timbers Royalty Trust position peaked at $13.9K in Q2 2023.
  • 21 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q4 2024.

Based on RhumbLine Advisers's 13F filing for Q4 2024, filed 30 Jan 2025.