SFS
ROYT

Sowell Financial Services’s PACIFIC COAST OIL TRUST ROYT Stock Holding History

Sowell Financial Services’s Portfolio ROYT Stock Details ROYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,128
Closed -$2K – 2742
2019
Q3 		$2K Buy
+1,128
New +$2.38K ﹤0.01% 2168

Other funds holding ROYT

ECM
Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return