TCM
ROYT

Tradewinds Capital Management’s PACIFIC COAST OIL TRUST ROYT Stock Holding History

Tradewinds Capital Management’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
2014
Q4 		– Sell
-150
Closed -$2K – 664
2014
Q3 		$2K Hold
150
– – ﹤0.01% 544
2014
Q2 		$2K Hold
150
– – ﹤0.01% 567
2014
Q1 		$2K Hold
150
– – ﹤0.01% 570
2013
Q4 		$2K Buy
+150
New +$2.15K ﹤0.01% 542

Other funds holding ROYT

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LCM
Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return
AGCJ
Alden Global Capital (Jersey) St. Helier, Jersey $415M AUM 31.95% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tradewinds Capital Management's ROYT Position: Q4 2014 in Review

Tradewinds Capital Management sold out of PACIFIC COAST OIL TRUST (ROYT) in Q4 2014, closing a stake of 150 shares — an estimated $2K sold.

Tradewinds Capital Management first reported a position in ROYT in Q4 2013 and held it in 4 quarters. The position peaked at $2K in Q3 2014. 38 funds tracked by Wall St. Rank hold ROYT as of Q4 2014.

  • Tradewinds Capital Management reported no remaining PACIFIC COAST OIL TRUST position as of Q4 2014 after selling out during the quarter.
  • Tradewinds Capital Management sold 150 PACIFIC COAST OIL TRUST shares in Q4 2014, an estimated $2K.
  • Tradewinds Capital Management first reported a position in PACIFIC COAST OIL TRUST in Q4 2013 and held it in 4 quarters.
  • Tradewinds Capital Management's PACIFIC COAST OIL TRUST position peaked at $2K in Q3 2014.
  • 38 funds tracked by Wall St. Rank held PACIFIC COAST OIL TRUST as of Q4 2014.

Based on Tradewinds Capital Management's 13F filing for Q4 2014, filed 5 Feb 2015.