WAM
PBT

Wealthspire Advisors (Maryland)’s Permian Basin Royalty Trust PBT Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio PBT Stock Details PBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-975
Closed -$7K – 1555
2019
Q1 		$7K Buy
+975
New +$7.1K ﹤0.01% 1687

Other funds holding PBT

FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PBT Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Permian Basin Royalty Trust (PBT) in Q2 2019, closing a stake of 975 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in PBT in Q1 2019 and held it in 1 quarter. The position peaked at $7K in Q1 2019. 67 funds tracked by Wall St. Rank hold PBT as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Permian Basin Royalty Trust position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 975 Permian Basin Royalty Trust shares in Q2 2019, an estimated $7K.
  • Wealthspire Advisors (Maryland) first reported a position in Permian Basin Royalty Trust in Q1 2019 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Permian Basin Royalty Trust position peaked at $7K in Q1 2019.
  • 67 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.