SA
NRT

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

Scarborough 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
2024
Q1 		– Sell
-81
Closed -$474 – 608
2023
Q4 		$474 Buy
+81
New +$696 ﹤0.01% 664

Other funds holding NRT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WTA
Washington Trust Advisors Wellesley, Massachusetts $1.24B AUM 22.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
USB
Union Savings Bank Litchfield, Connecticut $228M AUM
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

Scarborough Advisors's NRT Position: Q1 2024 in Review

Scarborough Advisors sold out of North European Oil Royalty Trust (NRT) in Q1 2024, closing a stake of 81 shares — an estimated $474 sold.

Scarborough Advisors first reported a position in NRT in Q4 2023 and held it in 1 quarter. The position peaked at $474 in Q4 2023. 29 funds tracked by Wall St. Rank hold NRT as of Q1 2024.

  • Scarborough Advisors reported no remaining North European Oil Royalty Trust position as of Q1 2024 after selling out during the quarter.
  • Scarborough Advisors sold 81 North European Oil Royalty Trust shares in Q1 2024, an estimated $474.
  • Scarborough Advisors first reported a position in North European Oil Royalty Trust in Q4 2023 and held it in 1 quarter.
  • Scarborough Advisors's North European Oil Royalty Trust position peaked at $474 in Q4 2023.
  • 29 funds tracked by Wall St. Rank held North European Oil Royalty Trust as of Q1 2024.

Based on Scarborough Advisors's 13F filing for Q1 2024, filed 10 May 2024.