UBS Group
ROYT

UBS Group’s PACIFIC COAST OIL TRUST ROYT Stock Holding History

UBS Group’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
Q1 		– Sell
-4,100
Closed -$21K – 9646
2014
Q4 		$21K Buy
+4,100
New +$33.5K ﹤0.01% 7625

Other funds holding ROYT

NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

UBS Group's ROYT Position: Q3 2020 in Review

UBS Group sold out of PACIFIC COAST OIL TRUST (ROYT) in Q3 2020, closing a stake of 10,700 shares — an estimated $4K sold.

UBS Group first reported a position in ROYT in Q4 2014 and held it in 23 quarters. The position peaked at $8.24M in Q4 2014. 4 funds tracked by Wall St. Rank hold ROYT as of Q3 2020.

  • UBS Group reported no remaining PACIFIC COAST OIL TRUST position as of Q3 2020 after selling out during the quarter.
  • UBS Group sold 10,700 PACIFIC COAST OIL TRUST shares in Q3 2020, an estimated $4K.
  • UBS Group first reported a position in PACIFIC COAST OIL TRUST in Q4 2014 and held it in 23 quarters.
  • UBS Group's PACIFIC COAST OIL TRUST position peaked at $8.24M in Q4 2014.
  • 4 funds tracked by Wall St. Rank held PACIFIC COAST OIL TRUST as of Q3 2020.

Based on UBS Group's 13F filing for Q3 2020, filed 12 Nov 2020.