UCFA
ROYT

United Capital Financial Advisors’s PACIFIC COAST OIL TRUST ROYT Stock Holding History

United Capital Financial Advisors’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
-15,000
Closed -$31K – 1312
2015
Q3 		$31K Buy
+15,000
New +$42.8K ﹤0.01% 1227

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 $3.86B AUM 26.3% 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

United Capital Financial Advisors's ROYT Position: Q4 2015 in Review

United Capital Financial Advisors sold out of PACIFIC COAST OIL TRUST (ROYT) in Q4 2015, closing a stake of 15,000 shares — an estimated $31K sold.

United Capital Financial Advisors first reported a position in ROYT in Q3 2015 and held it in 1 quarter. The position peaked at $31K in Q3 2015. 24 funds tracked by Wall St. Rank hold ROYT as of Q4 2015.

  • United Capital Financial Advisors reported no remaining PACIFIC COAST OIL TRUST position as of Q4 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 15,000 PACIFIC COAST OIL TRUST shares in Q4 2015, an estimated $31K.
  • United Capital Financial Advisors first reported a position in PACIFIC COAST OIL TRUST in Q3 2015 and held it in 1 quarter.
  • United Capital Financial Advisors's PACIFIC COAST OIL TRUST position peaked at $31K in Q3 2015.
  • 24 funds tracked by Wall St. Rank held PACIFIC COAST OIL TRUST as of Q4 2015.

Based on United Capital Financial Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.