SWM
PVL

SeaCrest Wealth Management’s Permianville Royalty Trust PVL Stock Holding History

SeaCrest Wealth Management’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
2019
Q2 		– Sell
-25,698
Closed -$86K – 1527
2019
Q1 		$86K Hold
25,698
– – 0.01% 749
2018
Q4 		$48K Buy
+25,698
New +$69.8K 0.01% 908

Other funds holding PVL

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MGAM
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RJA
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

SeaCrest Wealth Management's PVL Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of Permianville Royalty Trust (PVL) in Q2 2019, closing a stake of 25,698 shares — an estimated $86K sold.

SeaCrest Wealth Management first reported a position in PVL in Q4 2018 and held it in 2 quarters. The position peaked at $86K in Q1 2019. 22 funds tracked by Wall St. Rank hold PVL as of Q2 2019.

  • SeaCrest Wealth Management reported no remaining Permianville Royalty Trust position as of Q2 2019 after selling out during the quarter.
  • SeaCrest Wealth Management sold 25,698 Permianville Royalty Trust shares in Q2 2019, an estimated $86K.
  • SeaCrest Wealth Management first reported a position in Permianville Royalty Trust in Q4 2018 and held it in 2 quarters.
  • SeaCrest Wealth Management's Permianville Royalty Trust position peaked at $86K in Q1 2019.
  • 22 funds tracked by Wall St. Rank held Permianville Royalty Trust as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.