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RR Advisors’s Permianville Royalty Trust PVL Stock Holding History

RR Advisors’s Portfolio PVL Stock Details PVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-8,000
Closed -$28K – 42
2018
Q3 		$28K Buy
+8,000
New +$28.4K ﹤0.01% 41

Other funds holding PVL

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HCP
Holt Capital Partners Fort Worth, Texas $849M AUM 27.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $473M AUM 49.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

RR Advisors's PVL Position: Q4 2018 in Review

RR Advisors sold out of Permianville Royalty Trust (PVL) in Q4 2018, closing a stake of 8,000 shares — an estimated $28K sold.

RR Advisors first reported a position in PVL in Q3 2018 and held it in 1 quarter. The position peaked at $28K in Q3 2018. 31 funds tracked by Wall St. Rank hold PVL as of Q4 2018.

  • RR Advisors reported no remaining Permianville Royalty Trust position as of Q4 2018 after selling out during the quarter.
  • RR Advisors sold 8,000 Permianville Royalty Trust shares in Q4 2018, an estimated $28K.
  • RR Advisors first reported a position in Permianville Royalty Trust in Q3 2018 and held it in 1 quarter.
  • RR Advisors's Permianville Royalty Trust position peaked at $28K in Q3 2018.
  • 31 funds tracked by Wall St. Rank held Permianville Royalty Trust as of Q4 2018.

Based on RR Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.