U
ROYL

UBS’s ROYALE ENERGY INC ROYL Stock Holding History

UBS’s Portfolio ROYL Stock Details ROYL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$1K Sell
500
-900
-64% -$3.19K ﹤0.01% 10243
2014
Q2 		$5K Buy
1,400
+900
+180% +$2.65K ﹤0.01% 9586
2014
Q1 		$1K Hold
500
– – ﹤0.01% 10299
2013
Q4 		$1K Sell
500
-7,000
-93% -$18.4K ﹤0.01% 10270
2013
Q3 		$20K Sell
7,500
-9,000
-55% -$24.9K ﹤0.01% 8090
2013
Q2 		$41K Buy
+16,500
New +$43.3K ﹤0.01% 6992

Other funds holding ROYL

BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return

UBS's ROYL Position: Q3 2014 in Review

UBS sold out of ROYALE ENERGY INC (ROYL) in Q3 2014, closing a stake of 2,861 shares — an estimated $10.1K sold.

UBS first reported a position in ROYL in Q2 2013 and held it in 5 quarters. The position peaked at $40K in Q2 2013. 23 funds tracked by Wall St. Rank hold ROYL as of Q3 2014.

  • UBS reported no remaining ROYALE ENERGY INC position as of Q3 2014 after selling out during the quarter.
  • UBS sold 2,861 ROYALE ENERGY INC shares in Q3 2014, an estimated $10.1K.
  • UBS first reported a position in ROYALE ENERGY INC in Q2 2013 and held it in 5 quarters.
  • UBS's ROYALE ENERGY INC position peaked at $40K in Q2 2013.
  • 23 funds tracked by Wall St. Rank held ROYALE ENERGY INC as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.