TAIM
PRT

TD Ameritrade Investment Management’s PermRock Royalty Trust Unit PRT Stock Holding History

TD Ameritrade Investment Management’s Portfolio PRT Stock Details PRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-200
Closed -$2K – 702
2019
Q2 		$2K Buy
+200
New +$1.7K ﹤0.01% 575

Other funds holding PRT

GFWEX
G.F.W. Energy X Dallas, Texas $15.3M AUM 35.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
CPP
Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return

TD Ameritrade Investment Management's PRT Position: Q3 2019 in Review

TD Ameritrade Investment Management sold out of PermRock Royalty Trust Unit (PRT) in Q3 2019, closing a stake of 200 shares — an estimated $2K sold.

TD Ameritrade Investment Management first reported a position in PRT in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 17 funds tracked by Wall St. Rank hold PRT as of Q3 2019.

  • TD Ameritrade Investment Management reported no remaining PermRock Royalty Trust Unit position as of Q3 2019 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 200 PermRock Royalty Trust Unit shares in Q3 2019, an estimated $2K.
  • TD Ameritrade Investment Management first reported a position in PermRock Royalty Trust Unit in Q2 2019 and held it in 1 quarter.
  • TD Ameritrade Investment Management's PermRock Royalty Trust Unit position peaked at $2K in Q2 2019.
  • 17 funds tracked by Wall St. Rank held PermRock Royalty Trust Unit as of Q3 2019.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2019, filed 7 Nov 2019.