Stifel Financial
ROYT

Stifel Financial’s PACIFIC COAST OIL TRUST ROYT Stock Holding History

Stifel Financial’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
2015
Q4 		– Sell
-10,600
Closed -$22K – 2419
2015
Q3 		$22K Buy
+10,600
New +$30.2K ﹤0.01% 2214
2014
Q3 		– Sell
-13,300
Closed -$174K – 2352
2014
Q2 		$174K Buy
+13,300
New +$174K ﹤0.01% 2032

Other funds holding ROYT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
LCM
Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Financial's ROYT Position: Q4 2015 in Review

Stifel Financial sold out of PACIFIC COAST OIL TRUST (ROYT) in Q4 2015, closing a stake of 10,600 shares — an estimated $22K sold.

Stifel Financial first reported a position in ROYT in Q2 2014 and held it in 2 quarters. The position peaked at $174K in Q2 2014. 24 funds tracked by Wall St. Rank hold ROYT as of Q4 2015.

  • Stifel Financial reported no remaining PACIFIC COAST OIL TRUST position as of Q4 2015 after selling out during the quarter.
  • Stifel Financial sold 10,600 PACIFIC COAST OIL TRUST shares in Q4 2015, an estimated $22K.
  • Stifel Financial first reported a position in PACIFIC COAST OIL TRUST in Q2 2014 and held it in 2 quarters.
  • Stifel Financial's PACIFIC COAST OIL TRUST position peaked at $174K in Q2 2014.
  • 24 funds tracked by Wall St. Rank held PACIFIC COAST OIL TRUST as of Q4 2015.

Based on Stifel Financial's 13F filing for Q4 2015, filed 16 Feb 2016.