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 – 2728
2019
Q3 		$2K Buy
+1,128
New +$2.38K ﹤0.01% 2168

Other funds holding ROYT

ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 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 $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sowell Financial Services's ROYT Position: Q4 2019 in Review

Sowell Financial Services sold out of PACIFIC COAST OIL TRUST (ROYT) in Q4 2019, closing a stake of 1,128 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in ROYT in Q3 2019 and held it in 1 quarter. The position peaked at $2K in Q3 2019. 20 funds tracked by Wall St. Rank hold ROYT as of Q4 2019.

  • Sowell Financial Services reported no remaining PACIFIC COAST OIL TRUST position as of Q4 2019 after selling out during the quarter.
  • Sowell Financial Services sold 1,128 PACIFIC COAST OIL TRUST shares in Q4 2019, an estimated $2K.
  • Sowell Financial Services first reported a position in PACIFIC COAST OIL TRUST in Q3 2019 and held it in 1 quarter.
  • Sowell Financial Services's PACIFIC COAST OIL TRUST position peaked at $2K in Q3 2019.
  • 20 funds tracked by Wall St. Rank held PACIFIC COAST OIL TRUST as of Q4 2019.

Based on Sowell Financial Services's 13F filing for Q4 2019, filed 7 Feb 2020.